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

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

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IBOK

Independence Bank of Kentucky Owensboro, Kentucky $888M AUM 29.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

GWSA

Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 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. 12 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.
12 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.