JWCA
BSCY

J.W. Cole Advisors’s Invesco BulletShares 2034 Corporate Bond ETF BSCY Stock Holding History

J.W. Cole Advisors’s Portfolio BSCY Stock Details BSCY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$971K Buy
+46,993
New +$974K 0.02% 763
2026
Q1 		– Sell
-47,628
Closed -$1M – 1514
2025
Q4 		$1M Buy
47,628
+1,388
+3% +$29.2K 0.02% 633
2025
Q3 		$972K Buy
46,240
+8,650
+23% +$180K 0.02% 727
2025
Q2 		$780K Buy
37,590
+13,553
+56% +$276K 0.02% 760
2025
Q1 		$492K Buy
+24,037
New +$489K 0.02% 772

Other funds holding BSCY

CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
NL
NorthAvenue LLC Columbus, Ohio $140M AUM
CAG
Carroll Advisory Group Texarkana, Texas $305M AUM
IWC
Infinity Wealth Counsel Loveland, Ohio $124M AUM 13.55% 1-Year Est. Return
BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return
FF
Farnam Financial Phoenix, Arizona $137M AUM 26.86% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

J.W. Cole Advisors's BSCY Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Invesco BulletShares 2034 Corporate Bond ETF (BSCY) in Q2 2026: 46,993 shares worth $971K. The stake represents 0.02% of the portfolio and ranks #763 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in BSCY as recently as Q4 2025.

J.W. Cole Advisors first reported a position in BSCY in Q1 2025 and has held it in 5 quarters since. The position peaked at $1M in Q4 2025. 24 funds tracked by Wall St. Rank hold BSCY as of Q2 2026.

  • J.W. Cole Advisors held 46,993 shares of Invesco BulletShares 2034 Corporate Bond ETF worth $971K as of Q2 2026.
  • Invesco BulletShares 2034 Corporate Bond ETF was a new J.W. Cole Advisors position in Q2 2026.
  • Invesco BulletShares 2034 Corporate Bond ETF made up 0.02% of J.W. Cole Advisors's portfolio in Q2 2026, its #763 holding.
  • J.W. Cole Advisors first reported a position in Invesco BulletShares 2034 Corporate Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • J.W. Cole Advisors's Invesco BulletShares 2034 Corporate Bond ETF position peaked at $1M in Q4 2025.
  • 24 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Corporate Bond ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.