OFG
BSCY

Opulen Financial Group’s Invesco BulletShares 2034 Corporate Bond ETF BSCY Stock Holding History

Opulen Financial Group’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 		$404K Buy
19,495
+2,821
+17% +$59.2K 0.28% 68
2025
Q4 		$350K Buy
16,674
+191
+1% +$4.02K 0.26% 77
2025
Q3 		$346K Buy
16,483
+806
+5% +$16.8K 0.26% 73
2025
Q2 		$325K Buy
15,677
+5,212
+50% +$106K 0.27% 71
2025
Q1 		$214K Buy
+10,465
New +$213K 0.19% 85

Other funds holding BSCY

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
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
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

Opulen Financial Group's BSCY Position: Q1 2026 in Review

Opulen Financial Group increased its Invesco BulletShares 2034 Corporate Bond ETF (BSCY) stake by 17% in Q1 2026, buying an estimated $59.2K and bringing the position to 19,495 shares worth $404K. The position accounts for 0.28% of the portfolio, ranked #68.

Opulen Financial Group first reported a position in BSCY in Q1 2025 and has held it in 5 quarters since. 88 funds tracked by Wall St. Rank hold BSCY as of Q1 2026.

  • Opulen Financial Group held 19,495 shares of Invesco BulletShares 2034 Corporate Bond ETF worth $404K as of Q1 2026.
  • Opulen Financial Group bought 2,821 Invesco BulletShares 2034 Corporate Bond ETF shares in Q1 2026, an estimated $59.2K.
  • Invesco BulletShares 2034 Corporate Bond ETF made up 0.28% of Opulen Financial Group's portfolio in Q1 2026, its #68 holding.
  • Opulen Financial Group first reported a position in Invesco BulletShares 2034 Corporate Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 88 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Corporate Bond ETF as of Q1 2026.

Based on Opulen Financial Group's 13F filing for Q1 2026, filed 29 Apr 2026.