MWM
BSCY

Modern Wealth Management’s Invesco BulletShares 2034 Corporate Bond ETF BSCY Stock Holding History

Modern Wealth 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 		$4.16M Buy
200,676
+82,228
+69% +$1.72M 0.07% 216
2025
Q4 		$2.49M Buy
118,448
+99,983
+541% +$2.11M 0.05% 265
2025
Q3 		$388K Buy
+18,465
New +$385K 0.01% 570

Other funds holding BSCY

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
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
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

Modern Wealth Management's BSCY Position: Q1 2026 in Review

Modern Wealth Management increased its Invesco BulletShares 2034 Corporate Bond ETF (BSCY) stake by 69% in Q1 2026, buying an estimated $1.72M and bringing the position to 200,676 shares worth $4.16M. The position accounts for 0.07% of the portfolio, ranked #216.

Modern Wealth Management first reported a position in BSCY in Q3 2025 and has held it in 3 quarters since. 88 funds tracked by Wall St. Rank hold BSCY as of Q1 2026.

  • Modern Wealth Management held 200,676 shares of Invesco BulletShares 2034 Corporate Bond ETF worth $4.16M as of Q1 2026.
  • Modern Wealth Management bought 82,228 Invesco BulletShares 2034 Corporate Bond ETF shares in Q1 2026, an estimated $1.72M.
  • Invesco BulletShares 2034 Corporate Bond ETF made up 0.07% of Modern Wealth Management's portfolio in Q1 2026, its #216 holding.
  • Modern Wealth Management first reported a position in Invesco BulletShares 2034 Corporate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 88 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Corporate Bond ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.