Osaic Holdings
BSCY

Osaic Holdings’s Invesco BulletShares 2034 Corporate Bond ETF BSCY Stock Holding History

Osaic Holdings’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 		$3.31M Buy
159,995
+54,896
+52% +$1.15M ﹤0.01% 1658
2025
Q4 		$2.21M Buy
105,099
+30,005
+40% +$632K ﹤0.01% 2004
2025
Q3 		$1.56M Buy
75,094
+14,163
+23% +$295K ﹤0.01% 2397
2025
Q2 		$1.26M Buy
60,931
+17,324
+40% +$353K ﹤0.01% 2312
2025
Q1 		$893K Buy
43,607
+36,732
+534% +$747K ﹤0.01% 2346
2024
Q4 		$139K Buy
+6,875
New +$142K ﹤0.01% 3924

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 $445B AUM 25.58% 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 $3.04B AUM 94.11% 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

Osaic Holdings's BSCY Position: Q1 2026 in Review

Osaic Holdings increased its Invesco BulletShares 2034 Corporate Bond ETF (BSCY) stake by 52% in Q1 2026, buying an estimated $1.15M and bringing the position to 159,995 shares worth $3.31M. The position accounts for ﹤0.01% of the portfolio, ranked #1658.

Osaic Holdings 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.

  • Osaic Holdings held 159,995 shares of Invesco BulletShares 2034 Corporate Bond ETF worth $3.31M as of Q1 2026.
  • Osaic Holdings bought 54,896 Invesco BulletShares 2034 Corporate Bond ETF shares in Q1 2026, an estimated $1.15M.
  • Invesco BulletShares 2034 Corporate Bond ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #1658 holding.
  • Osaic Holdings 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 Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.