Jacobi Capital Management’s Invesco BulletShares 2034 Corporate Bond ETF BSCY Stock Holding History

Jacobi Capital Management’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 Q1	$295K	Buy	14,265 +433	+3%	+$9.08K	0.02%	533
2025 Q4	$291K	Buy	13,832 +1,312	+10%	+$27.6K	0.02%	536
2025 Q3	$263K	Buy	12,520 +124	+1%	+$2.58K	0.02%	540
2025 Q2	$257K	Buy	12,396 +123	+1%	+$2.5K	0.02%	532
2025 Q1	$251K	Hold	12,273	–	–	0.02%	514
2024 Q4	$248K	Buy	+12,273	New	+$253K	0.02%	519

Other funds holding BSCY

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $2.36B AUM 68.36% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BWM

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

Jacobi Capital Management's BSCY Position: Q1 2026 in Review

Jacobi Capital Management increased its Invesco BulletShares 2034 Corporate Bond ETF (BSCY) stake by 3.1% in Q1 2026, buying an estimated $9.08K and bringing the position to 14,265 shares worth $295K. The position accounts for 0.02% of the portfolio, ranked #533.

Jacobi Capital Management first reported a position in BSCY in Q4 2024 and has held it in 6 quarters since. 88 funds tracked by Wall St. Rank hold BSCY as of Q1 2026.

Jacobi Capital Management held 14,265 shares of Invesco BulletShares 2034 Corporate Bond ETF worth $295K as of Q1 2026.
Jacobi Capital Management bought 433 Invesco BulletShares 2034 Corporate Bond ETF shares in Q1 2026, an estimated $9.08K.
Invesco BulletShares 2034 Corporate Bond ETF made up 0.02% of Jacobi Capital Management's portfolio in Q1 2026, its #533 holding.
Jacobi Capital Management first reported a position in Invesco BulletShares 2034 Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
88 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Corporate Bond ETF as of Q1 2026.

Based on Jacobi Capital Management's 13F filing for Q1 2026, filed 14 May 2026.