LPL Financial
BSCZ

LPL Financial’s Invesco BulletShares 2035 Corporate Bond ETF BSCZ Stock Holding History

LPL Financial’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 		$10.4M Buy
506,383
+124,649
+33% +$2.56M ﹤0.01% 2109
2026
Q1 		$7.83M Buy
381,734
+254,481
+200% +$5.29M ﹤0.01% 2213
2025
Q4 		$2.65M Buy
+127,253
New +$2.66M ﹤0.01% 3132

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
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
CAG
Carroll Advisory Group Texarkana, Texas $305M AUM

LPL Financial's BSCZ Position: Q2 2026 in Review

LPL Financial increased its Invesco BulletShares 2035 Corporate Bond ETF (BSCZ) stake by 33% in Q2 2026, buying an estimated $2.56M and bringing the position to 506,383 shares worth $10.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2109.

LPL Financial first reported a position in BSCZ in Q4 2025 and has held it in 3 quarters since. 71 funds tracked by Wall St. Rank hold BSCZ as of Q2 2026.

  • LPL Financial held 506,383 shares of Invesco BulletShares 2035 Corporate Bond ETF worth $10.4M as of Q2 2026.
  • LPL Financial bought 124,649 Invesco BulletShares 2035 Corporate Bond ETF shares in Q2 2026, an estimated $2.56M.
  • Invesco BulletShares 2035 Corporate Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2109 holding.
  • LPL Financial first reported a position in Invesco BulletShares 2035 Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 71 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Corporate Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.