J.W. Cole Advisors’s Invesco BulletShares 2035 Corporate Bond ETF BSCZ Stock Holding History

J.W. Cole Advisors’s Portfolio BSCZ Stock Details BSCZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$686K	Buy	+33,491	New	+$687K	0.01%	896

Other funds holding BSCZ

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

Infinity Wealth Counsel Loveland, Ohio $124M AUM 13.55% 1-Year Est. Return

Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CFG Wealth Management Services Indianapolis, Indiana $107M AUM

Independence Bank of Kentucky Owensboro, Kentucky $888M AUM 29.17% 1-Year Est. Return

NorthAvenue LLC Columbus, Ohio $140M AUM

YANKCOM Partnership Yankton, South Dakota $279M AUM 24.42% 1-Year Est. Return

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

J.W. Cole Advisors opened a new position in Invesco BulletShares 2035 Corporate Bond ETF (BSCZ) in Q2 2026: 33,491 shares worth $686K. The stake represents 0.01% of the portfolio and ranks #896 among its holdings.

14 funds tracked by Wall St. Rank hold BSCZ as of Q2 2026.

J.W. Cole Advisors held 33,491 shares of Invesco BulletShares 2035 Corporate Bond ETF worth $686K as of Q2 2026.
Invesco BulletShares 2035 Corporate Bond ETF was a new J.W. Cole Advisors position in Q2 2026.
Invesco BulletShares 2035 Corporate Bond ETF made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #896 holding.
14 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Corporate Bond ETF as of Q2 2026.

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