NCM
BSCZ

Novare Capital Management’s Invesco BulletShares 2035 Corporate Bond ETF BSCZ Stock Holding History

Novare Capital 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 		$1.14M Buy
55,821
+15,737
+39% +$323K 0.08% 110
2026
Q1 		$823K Buy
40,084
+6,875
+21% +$143K 0.07% 118
2025
Q4 		$691K Buy
33,209
+7,488
+29% +$156K 0.05% 126
2025
Q3 		$535K Buy
+25,721
New +$529K 0.04% 133

Other funds holding BSCZ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $378M AUM 18.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Novare Capital Management's BSCZ Position: Q2 2026 in Review

Novare Capital Management increased its Invesco BulletShares 2035 Corporate Bond ETF (BSCZ) stake by 39% in Q2 2026, buying an estimated $323K and bringing the position to 55,821 shares worth $1.14M. The position accounts for 0.08% of the portfolio, ranked #110.

Novare Capital Management first reported a position in BSCZ in Q3 2025 and has held it in 4 quarters since. 71 funds tracked by Wall St. Rank hold BSCZ as of Q2 2026.

  • Novare Capital Management held 55,821 shares of Invesco BulletShares 2035 Corporate Bond ETF worth $1.14M as of Q2 2026.
  • Novare Capital Management bought 15,737 Invesco BulletShares 2035 Corporate Bond ETF shares in Q2 2026, an estimated $323K.
  • Invesco BulletShares 2035 Corporate Bond ETF made up 0.08% of Novare Capital Management's portfolio in Q2 2026, its #110 holding.
  • Novare Capital Management first reported a position in Invesco BulletShares 2035 Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 71 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Corporate Bond ETF as of Q2 2026.

Based on Novare Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.