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
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 $324B AUM 22.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $2.36B AUM 68.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $348M AUM 14.74% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CAG
Carroll Advisory Group Texarkana, Texas $258M AUM
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

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

Novare Capital Management increased its Invesco BulletShares 2035 Corporate Bond ETF (BSCZ) stake by 21% in Q1 2026, buying an estimated $143K and bringing the position to 40,084 shares worth $823K. The position accounts for 0.07% of the portfolio, ranked #118.

Novare Capital Management first reported a position in BSCZ in Q3 2025 and has held it in 3 quarters since. 63 funds tracked by Wall St. Rank hold BSCZ as of Q1 2026.

  • Novare Capital Management held 40,084 shares of Invesco BulletShares 2035 Corporate Bond ETF worth $823K as of Q1 2026.
  • Novare Capital Management bought 6,875 Invesco BulletShares 2035 Corporate Bond ETF shares in Q1 2026, an estimated $143K.
  • Invesco BulletShares 2035 Corporate Bond ETF made up 0.07% of Novare Capital Management's portfolio in Q1 2026, its #118 holding.
  • Novare Capital Management first reported a position in Invesco BulletShares 2035 Corporate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 63 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Corporate Bond ETF as of Q1 2026.

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