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 Q2	$512K	Buy	24,756 +5,261	+27%	+$109K	0.32%	68
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 $14.6B AUM 22.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAM

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Opulen Financial Group's BSCY Position: Q2 2026 in Review

Opulen Financial Group increased its Invesco BulletShares 2034 Corporate Bond ETF (BSCY) stake by 27% in Q2 2026, buying an estimated $109K and bringing the position to 24,756 shares worth $512K. The position accounts for 0.32% of the portfolio, ranked #68.

Opulen Financial Group first reported a position in BSCY in Q1 2025 and has held it in 6 quarters since. 95 funds tracked by Wall St. Rank hold BSCY as of Q2 2026.

Opulen Financial Group held 24,756 shares of Invesco BulletShares 2034 Corporate Bond ETF worth $512K as of Q2 2026.
Opulen Financial Group bought 5,261 Invesco BulletShares 2034 Corporate Bond ETF shares in Q2 2026, an estimated $109K.
Invesco BulletShares 2034 Corporate Bond ETF made up 0.32% of Opulen Financial Group's portfolio in Q2 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 6 quarters since.
95 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Corporate Bond ETF as of Q2 2026.

Based on Opulen Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.