LWP
BSCY

LeClair Wealth Partners’s Invesco BulletShares 2034 Corporate Bond ETF BSCY Stock Holding History

LeClair Wealth Partners’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 		– Sell
-113,099
Closed -$2.38M – 203
2025
Q4 		$2.38M Buy
+113,099
New +$2.38M 1.38% 22

Other funds holding BSCY

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
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
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

LeClair Wealth Partners's BSCY Position: Q1 2026 in Review

LeClair Wealth Partners sold out of Invesco BulletShares 2034 Corporate Bond ETF (BSCY) in Q1 2026, closing a stake of 113,099 shares — an estimated $2.38M sold.

LeClair Wealth Partners first reported a position in BSCY in Q4 2025 and held it in 1 quarter. The position peaked at $2.38M in Q4 2025. 88 funds tracked by Wall St. Rank hold BSCY as of Q1 2026.

  • LeClair Wealth Partners reported no remaining Invesco BulletShares 2034 Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • LeClair Wealth Partners sold 113,099 Invesco BulletShares 2034 Corporate Bond ETF shares in Q1 2026, an estimated $2.38M.
  • LeClair Wealth Partners first reported a position in Invesco BulletShares 2034 Corporate Bond ETF in Q4 2025 and held it in 1 quarter.
  • LeClair Wealth Partners's Invesco BulletShares 2034 Corporate Bond ETF position peaked at $2.38M in Q4 2025.
  • 88 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Corporate Bond ETF as of Q1 2026.

Based on LeClair Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.