MAI Capital Management’s Invesco BulletShares 2034 Corporate Bond ETF BSCY Stock Holding History

MAI Capital Management’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	$4.75M	Buy	229,802 +39,969	+21%	+$828K	0.02%	495
2026 Q1	$3.93M	Buy	189,833 +50,188	+36%	+$1.05M	0.02%	459
2025 Q4	$2.94M	Buy	139,645 +14,097	+11%	+$297K	0.02%	502
2025 Q3	$2.64M	Buy	125,548 +1,834	+1%	+$38.2K	0.02%	483
2025 Q2	$2.57M	Sell	123,714 -10,988	-8%	-$224K	0.02%	442
2025 Q1	$2.76M	Sell	134,702 -4,816	-3%	-$97.9K	0.02%	426
2024 Q4	$2.82M	Buy	+139,518	New	+$2.87M	0.02%	418

Other funds holding BSCY

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAM

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

MAI Capital Management's BSCY Position: Q2 2026 in Review

MAI Capital Management increased its Invesco BulletShares 2034 Corporate Bond ETF (BSCY) stake by 21% in Q2 2026, buying an estimated $828K and bringing the position to 229,802 shares worth $4.75M. The position accounts for 0.02% of the portfolio, ranked #495.

MAI Capital Management first reported a position in BSCY in Q4 2024 and has held it in 7 quarters since. 95 funds tracked by Wall St. Rank hold BSCY as of Q2 2026.

MAI Capital Management held 229,802 shares of Invesco BulletShares 2034 Corporate Bond ETF worth $4.75M as of Q2 2026.
MAI Capital Management bought 39,969 Invesco BulletShares 2034 Corporate Bond ETF shares in Q2 2026, an estimated $828K.
Invesco BulletShares 2034 Corporate Bond ETF made up 0.02% of MAI Capital Management's portfolio in Q2 2026, its #495 holding.
MAI Capital Management first reported a position in Invesco BulletShares 2034 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
95 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Corporate Bond ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.