MCM
BSCZ

MAI Capital Management’s Invesco BulletShares 2035 Corporate Bond ETF BSCZ Stock Holding History

MAI Capital Management’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 		$247K Buy
12,068
+5,291
+78% +$109K ﹤0.01% 1696
2026
Q1 		$139K Buy
6,777
+659
+11% +$13.7K ﹤0.01% 1662
2025
Q4 		$127K Buy
6,118
+6,021
+6,207% +$126K ﹤0.01% 1517
2025
Q3 		$2.02K Buy
+97
New +$2K ﹤0.01% 3310

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

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

MAI Capital Management increased its Invesco BulletShares 2035 Corporate Bond ETF (BSCZ) stake by 78% in Q2 2026, buying an estimated $109K and bringing the position to 12,068 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #1696.

MAI Capital Management first reported a position in BSCZ in Q3 2025 and has held it in 4 quarters since. 71 funds tracked by Wall St. Rank hold BSCZ as of Q2 2026.

  • MAI Capital Management held 12,068 shares of Invesco BulletShares 2035 Corporate Bond ETF worth $247K as of Q2 2026.
  • MAI Capital Management bought 5,291 Invesco BulletShares 2035 Corporate Bond ETF shares in Q2 2026, an estimated $109K.
  • Invesco BulletShares 2035 Corporate Bond ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1696 holding.
  • MAI Capital Management first reported a position in Invesco BulletShares 2035 Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 71 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Corporate Bond ETF as of Q2 2026.

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