LWP
BSCZ

LeClair Wealth Partners’s Invesco BulletShares 2035 Corporate Bond ETF BSCZ Stock Holding History

LeClair Wealth Partners’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 		$2.46M Buy
+120,082
New +$2.46M 1.27% 21
2026
Q1 		– Sell
-112,532
Closed -$2.34M – 204
2025
Q4 		$2.34M Buy
+112,532
New +$2.35M 1.36% 23

Other funds holding BSCZ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $378M AUM 18.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LeClair Wealth Partners's BSCZ Position: Q2 2026 in Review

LeClair Wealth Partners opened a new position in Invesco BulletShares 2035 Corporate Bond ETF (BSCZ) in Q2 2026: 120,082 shares worth $2.46M. The stake represents 1.27% of the portfolio and ranks #21 among its holdings. This is a return to the name: LeClair Wealth Partners previously reported a position in BSCZ as recently as Q4 2025.

LeClair Wealth Partners first reported a position in BSCZ in Q4 2025 and has held it in 2 quarters since. 71 funds tracked by Wall St. Rank hold BSCZ as of Q2 2026.

  • LeClair Wealth Partners held 120,082 shares of Invesco BulletShares 2035 Corporate Bond ETF worth $2.46M as of Q2 2026.
  • Invesco BulletShares 2035 Corporate Bond ETF was a new LeClair Wealth Partners position in Q2 2026.
  • Invesco BulletShares 2035 Corporate Bond ETF made up 1.27% of LeClair Wealth Partners's portfolio in Q2 2026, its #21 holding.
  • LeClair Wealth Partners first reported a position in Invesco BulletShares 2035 Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 71 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Corporate Bond ETF as of Q2 2026.

Based on LeClair Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.