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BSCY

NorthAvenue LLC’s Invesco BulletShares 2034 Corporate Bond ETF BSCY Stock Holding History

NorthAvenue LLC’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 		$2.91M Buy
140,671
+29,295
+26% +$607K 2.08% 13
2026
Q1 		$2.31M Buy
111,376
+27,848
+33% +$584K 1.83% 13
2025
Q4 		$1.76M Buy
+83,528
New +$1.76M 1.45% 14

Other funds holding BSCY

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
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IBOK
Independence Bank of Kentucky Owensboro, Kentucky $888M AUM 29.17% 1-Year Est. Return
WMWM
Wilkins Miller Wealth Management Mobile, Alabama $182M AUM 16.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NorthAvenue LLC's BSCY Position: Q2 2026 in Review

NorthAvenue LLC increased its Invesco BulletShares 2034 Corporate Bond ETF (BSCY) stake by 26% in Q2 2026, buying an estimated $607K and bringing the position to 140,671 shares worth $2.91M. The position accounts for 2.08% of the portfolio, ranked #13.

NorthAvenue LLC first reported a position in BSCY in Q4 2025 and has held it in 3 quarters since. 17 funds tracked by Wall St. Rank hold BSCY as of Q2 2026.

  • NorthAvenue LLC held 140,671 shares of Invesco BulletShares 2034 Corporate Bond ETF worth $2.91M as of Q2 2026.
  • NorthAvenue LLC bought 29,295 Invesco BulletShares 2034 Corporate Bond ETF shares in Q2 2026, an estimated $607K.
  • Invesco BulletShares 2034 Corporate Bond ETF made up 2.08% of NorthAvenue LLC's portfolio in Q2 2026, its #13 holding.
  • NorthAvenue LLC first reported a position in Invesco BulletShares 2034 Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 17 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Corporate Bond ETF as of Q2 2026.

Based on NorthAvenue LLC's 13F filing for Q2 2026, filed 21 Jul 2026.