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 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 $12.7B AUM 17.41% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 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

MAI Capital Management's BSCY Position: Q1 2026 in Review

MAI Capital Management increased its Invesco BulletShares 2034 Corporate Bond ETF (BSCY) stake by 36% in Q1 2026, buying an estimated $1.05M and bringing the position to 189,833 shares worth $3.93M. The position accounts for 0.02% of the portfolio, ranked #459.

MAI Capital Management 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.

MAI Capital Management held 189,833 shares of Invesco BulletShares 2034 Corporate Bond ETF worth $3.93M as of Q1 2026.
MAI Capital Management bought 50,188 Invesco BulletShares 2034 Corporate Bond ETF shares in Q1 2026, an estimated $1.05M.
Invesco BulletShares 2034 Corporate Bond ETF made up 0.02% of MAI Capital Management's portfolio in Q1 2026, its #459 holding.
MAI Capital Management 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 MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.