Novare Capital Management’s Invesco BulletShares 2034 Corporate Bond ETF BSCY Stock Holding History

Novare Capital 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	$1.53M	Buy	73,891 +3,452	+5%	+$72.4K	0.12%	95
2025 Q4	$1.48M	Buy	70,439 +9,121	+15%	+$192K	0.11%	97
2025 Q3	$1.29M	Buy	61,318 +15,727	+34%	+$328K	0.1%	108
2025 Q2	$946K	Buy	45,591 +9,565	+27%	+$195K	0.08%	121
2025 Q1	$738K	Buy	36,026 +13,120	+57%	+$267K	0.06%	124
2024 Q4	$463K	Buy	+22,906	New	+$472K	0.04%	139

Other funds holding BSCY

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 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

Novare Capital Management's BSCY Position: Q1 2026 in Review

Novare Capital Management increased its Invesco BulletShares 2034 Corporate Bond ETF (BSCY) stake by 4.9% in Q1 2026, buying an estimated $72.4K and bringing the position to 73,891 shares worth $1.53M. The position accounts for 0.12% of the portfolio, ranked #95.

Novare Capital Management first reported a position in BSCY in Q4 2024 and has held it in 6 quarters since. 88 funds tracked by Wall St. Rank hold BSCY as of Q1 2026.

Novare Capital Management held 73,891 shares of Invesco BulletShares 2034 Corporate Bond ETF worth $1.53M as of Q1 2026.
Novare Capital Management bought 3,452 Invesco BulletShares 2034 Corporate Bond ETF shares in Q1 2026, an estimated $72.4K.
Invesco BulletShares 2034 Corporate Bond ETF made up 0.12% of Novare Capital Management's portfolio in Q1 2026, its #95 holding.
Novare Capital Management first reported a position in Invesco BulletShares 2034 Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
88 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Corporate Bond ETF as of Q1 2026.

Based on Novare Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.