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
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 $324B AUM 22.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $2.36B AUM 68.36% 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 $348M AUM 14.74% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CAG
Carroll Advisory Group Texarkana, Texas $258M AUM
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

LPL Financial's BSCZ Position: Q1 2026 in Review

LPL Financial increased its Invesco BulletShares 2035 Corporate Bond ETF (BSCZ) stake by 200% in Q1 2026, buying an estimated $5.29M and bringing the position to 381,734 shares worth $7.83M. The position accounts for ﹤0.01% of the portfolio, ranked #2213.

LPL Financial first reported a position in BSCZ in Q4 2025 and has held it in 2 quarters since. 63 funds tracked by Wall St. Rank hold BSCZ as of Q1 2026.

  • LPL Financial held 381,734 shares of Invesco BulletShares 2035 Corporate Bond ETF worth $7.83M as of Q1 2026.
  • LPL Financial bought 254,481 Invesco BulletShares 2035 Corporate Bond ETF shares in Q1 2026, an estimated $5.29M.
  • Invesco BulletShares 2035 Corporate Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2213 holding.
  • LPL Financial first reported a position in Invesco BulletShares 2035 Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 63 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Corporate Bond ETF as of Q1 2026.

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