MAM
BSCZ

Marquette Asset Management’s Invesco BulletShares 2035 Corporate Bond ETF BSCZ Stock Holding History

Marquette Asset 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 		$96.9K Hold
4,735
– – 0.01% 131
2026
Q1 		$97.2K Buy
4,735
+380
+9% +$7.89K 0.01% 77
2025
Q4 		$90.6K Buy
4,355
+3,636
+506% +$75.9K 0.01% 83
2025
Q3 		$15K Buy
+719
New +$14.8K ﹤0.01% 178

Other funds holding BSCZ

CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
IWC
Infinity Wealth Counsel Loveland, Ohio $124M AUM 13.55% 1-Year Est. Return
BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CWMS
CFG Wealth Management Services Indianapolis, Indiana $107M AUM
IBOK
Independence Bank of Kentucky Owensboro, Kentucky $888M AUM 29.17% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $169M AUM 22.99% 1-Year Est. Return

Marquette Asset Management's BSCZ Position: Q2 2026 in Review

Marquette Asset Management held its Invesco BulletShares 2035 Corporate Bond ETF (BSCZ) position steady in Q2 2026 at 4,735 shares worth $96.9K. The position accounts for 0.01% of the portfolio, ranked #131.

Marquette Asset Management first reported a position in BSCZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $97.2K in Q1 2026. 11 funds tracked by Wall St. Rank hold BSCZ as of Q2 2026.

  • Marquette Asset Management held 4,735 shares of Invesco BulletShares 2035 Corporate Bond ETF worth $96.9K as of Q2 2026.
  • Marquette Asset Management left its Invesco BulletShares 2035 Corporate Bond ETF share count unchanged in Q2 2026.
  • Invesco BulletShares 2035 Corporate Bond ETF made up 0.01% of Marquette Asset Management's portfolio in Q2 2026, its #131 holding.
  • Marquette Asset Management first reported a position in Invesco BulletShares 2035 Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Marquette Asset Management's Invesco BulletShares 2035 Corporate Bond ETF position peaked at $97.2K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Corporate Bond ETF as of Q2 2026.

Based on Marquette Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.