LPL Financial
BSCY

LPL Financial’s Invesco BulletShares 2034 Corporate Bond ETF BSCY Stock Holding History

LPL Financial’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 		$25.5M Buy
1,231,390
+157,784
+15% +$3.31M 0.01% 1306
2025
Q4 		$22.6M Buy
1,073,606
+221,464
+26% +$4.67M 0.01% 1337
2025
Q3 		$17.9M Buy
852,142
+276,398
+48% +$5.76M 0.01% 1434
2025
Q2 		$11.9M Buy
575,744
+108,692
+23% +$2.21M ﹤0.01% 1593
2025
Q1 		$9.57M Buy
467,052
+416,952
+832% +$8.48M ﹤0.01% 1644
2024
Q4 		$1.01M Buy
+50,100
New +$1.03M ﹤0.01% 3476

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

LPL Financial's BSCY Position: Q1 2026 in Review

LPL Financial increased its Invesco BulletShares 2034 Corporate Bond ETF (BSCY) stake by 15% in Q1 2026, buying an estimated $3.31M and bringing the position to 1,231,390 shares worth $25.5M. The position accounts for 0.01% of the portfolio, ranked #1306.

LPL Financial first reported a position in BSCY in Q4 2024 and has held it in 6 quarters since. 88 funds tracked by Wall St. Rank hold BSCY as of Q1 2026.

  • LPL Financial held 1,231,390 shares of Invesco BulletShares 2034 Corporate Bond ETF worth $25.5M as of Q1 2026.
  • LPL Financial bought 157,784 Invesco BulletShares 2034 Corporate Bond ETF shares in Q1 2026, an estimated $3.31M.
  • Invesco BulletShares 2034 Corporate Bond ETF made up 0.01% of LPL Financial's portfolio in Q1 2026, its #1306 holding.
  • LPL Financial first reported a position in Invesco BulletShares 2034 Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 88 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Corporate Bond ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.