LWA
BSCZ

Ledgewood Wealth Advisors’s Invesco BulletShares 2035 Corporate Bond ETF BSCZ Stock Holding History

Ledgewood Wealth Advisors’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 		– Sell
-37,206
Closed -$763K – 81
2026
Q1 		$763K Buy
37,206
+7,069
+23% +$147K 0.43% 33
2025
Q4 		$627K Buy
+30,137
New +$629K 0.36% 37

Other funds holding BSCZ

CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
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
CAG
Carroll Advisory Group Texarkana, Texas $305M AUM
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
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

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

Ledgewood Wealth Advisors sold out of Invesco BulletShares 2035 Corporate Bond ETF (BSCZ) in Q2 2026, closing a stake of 37,206 shares — an estimated $763K sold.

Ledgewood Wealth Advisors first reported a position in BSCZ in Q4 2025 and held it in 2 quarters. The position peaked at $763K in Q1 2026. 19 funds tracked by Wall St. Rank hold BSCZ as of Q2 2026.

  • Ledgewood Wealth Advisors reported no remaining Invesco BulletShares 2035 Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Ledgewood Wealth Advisors sold 37,206 Invesco BulletShares 2035 Corporate Bond ETF shares in Q2 2026, an estimated $763K.
  • Ledgewood Wealth Advisors first reported a position in Invesco BulletShares 2035 Corporate Bond ETF in Q4 2025 and held it in 2 quarters.
  • Ledgewood Wealth Advisors's Invesco BulletShares 2035 Corporate Bond ETF position peaked at $763K in Q1 2026.
  • 19 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Corporate Bond ETF as of Q2 2026.

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