Ledgewood Wealth Advisors’s Invesco BulletShares 2034 Corporate Bond ETF BSCY Stock Holding History

Ledgewood Wealth Advisors’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 Q2	–	Sell	-204,212	Closed	-$4.23M	–	80
2026 Q1	$4.23M	Buy	204,212 +2,032	+1%	+$42.6K	2.38%	15
2025 Q4	$4.25M	Buy	202,180 +655	+0.3%	+$13.8K	2.45%	15
2025 Q3	$4.24M	Buy	201,525 +8,395	+4%	+$175K	2.51%	15
2025 Q2	$4.01M	Buy	193,130 +925	+0.5%	+$18.8K	2.52%	13
2025 Q1	$3.94M	Buy	192,205 +4,140	+2%	+$84.2K	2.54%	14
2024 Q4	$3.8M	Buy	+188,065	New	+$3.87M	2.45%	14

Other funds holding BSCY

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAM

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Ledgewood Wealth Advisors's BSCY Position: Q2 2026 in Review

Ledgewood Wealth Advisors sold out of Invesco BulletShares 2034 Corporate Bond ETF (BSCY) in Q2 2026, closing a stake of 204,212 shares — an estimated $4.23M sold.

Ledgewood Wealth Advisors first reported a position in BSCY in Q4 2024 and held it in 6 quarters. The position peaked at $4.25M in Q4 2025. 95 funds tracked by Wall St. Rank hold BSCY as of Q2 2026.

Ledgewood Wealth Advisors reported no remaining Invesco BulletShares 2034 Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Ledgewood Wealth Advisors sold 204,212 Invesco BulletShares 2034 Corporate Bond ETF shares in Q2 2026, an estimated $4.23M.
Ledgewood Wealth Advisors first reported a position in Invesco BulletShares 2034 Corporate Bond ETF in Q4 2024 and held it in 6 quarters.
Ledgewood Wealth Advisors's Invesco BulletShares 2034 Corporate Bond ETF position peaked at $4.25M in Q4 2025.
95 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Corporate Bond ETF as of Q2 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.