KBFS
BSCZ

Kohmann Bosshard Financial Services’s Invesco BulletShares 2035 Corporate Bond ETF BSCZ Stock Holding History

Kohmann Bosshard Financial Services’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 		$237K Hold
11,602
– – 0.02% 203
2026
Q1 		$238K Buy
11,602
+2,395
+26% +$49.8K 0.02% 182
2025
Q4 		$192K Buy
+9,207
New +$192K 0.02% 298

Other funds holding BSCZ

CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 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
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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CWMS
CFG Wealth Management Services Indianapolis, Indiana $107M AUM
IBOK
Independence Bank of Kentucky Owensboro, Kentucky $888M AUM 29.17% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $169M AUM 22.99% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Kohmann Bosshard Financial Services's BSCZ Position: Q2 2026 in Review

Kohmann Bosshard Financial Services held its Invesco BulletShares 2035 Corporate Bond ETF (BSCZ) position steady in Q2 2026 at 11,602 shares worth $237K. The position accounts for 0.02% of the portfolio, ranked #203.

Kohmann Bosshard Financial Services first reported a position in BSCZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $238K in Q1 2026. 11 funds tracked by Wall St. Rank hold BSCZ as of Q2 2026.

  • Kohmann Bosshard Financial Services held 11,602 shares of Invesco BulletShares 2035 Corporate Bond ETF worth $237K as of Q2 2026.
  • Kohmann Bosshard Financial Services left its Invesco BulletShares 2035 Corporate Bond ETF share count unchanged in Q2 2026.
  • Invesco BulletShares 2035 Corporate Bond ETF made up 0.02% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #203 holding.
  • Kohmann Bosshard Financial Services first reported a position in Invesco BulletShares 2035 Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Kohmann Bosshard Financial Services's Invesco BulletShares 2035 Corporate Bond ETF position peaked at $238K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Corporate Bond ETF as of Q2 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.