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BSCZ

NorthAvenue LLC’s Invesco BulletShares 2035 Corporate Bond ETF BSCZ Stock Holding History

NorthAvenue LLC’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 		$591K Buy
28,890
+20,951
+264% +$430K 0.42% 19
2026
Q1 		$163K Buy
+7,939
New +$165K 0.13% 31

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
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
IBOK
Independence Bank of Kentucky Owensboro, Kentucky $888M AUM 29.17% 1-Year Est. Return
YP
YANKCOM Partnership Yankton, South Dakota $279M AUM 24.42% 1-Year Est. Return

NorthAvenue LLC's BSCZ Position: Q2 2026 in Review

NorthAvenue LLC increased its Invesco BulletShares 2035 Corporate Bond ETF (BSCZ) stake by 264% in Q2 2026, buying an estimated $430K and bringing the position to 28,890 shares worth $591K. The position accounts for 0.42% of the portfolio, ranked #19.

NorthAvenue LLC first reported a position in BSCZ in Q1 2026 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold BSCZ as of Q2 2026.

  • NorthAvenue LLC held 28,890 shares of Invesco BulletShares 2035 Corporate Bond ETF worth $591K as of Q2 2026.
  • NorthAvenue LLC bought 20,951 Invesco BulletShares 2035 Corporate Bond ETF shares in Q2 2026, an estimated $430K.
  • Invesco BulletShares 2035 Corporate Bond ETF made up 0.42% of NorthAvenue LLC's portfolio in Q2 2026, its #19 holding.
  • NorthAvenue LLC first reported a position in Invesco BulletShares 2035 Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Corporate Bond ETF as of Q2 2026.

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