Osaic Holdings
BSCZ icon

Osaic Holdings’s Invesco BulletShares 2035 Corporate Bond ETF BSCZ Stock Holding History

Osaic Holdings’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
Q3 		$4.43M Buy
230,245
+52,645
+30% +$1.05M 0.01% 1632
2026
Q2 		$3.64M Buy
177,600
+114,703
+182% +$2.35M ﹤0.01% 1788
2026
Q1 		$1.29M Buy
62,897
+39,162
+165% +$813K ﹤0.01% 2470
2025
Q4 		$494K Buy
+23,735
New +$495K ﹤0.01% 3356

Other funds holding BSCZ

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $15.9B AUM 16.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Cookson Peirce & Co
Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
MAI Capital Management
MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return
Gill Capital Partners
Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return
Carolina Wealth Advisors
Carolina Wealth Advisors Myrtle Beach, South Carolina $263M AUM 16.19% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Osaic Holdings's BSCZ Position: Q3 2026 in Review

Osaic Holdings increased its Invesco BulletShares 2035 Corporate Bond ETF (BSCZ) stake by 30% in Q3 2026, buying an estimated $1.05M and bringing the position to 230,245 shares worth $4.43M. The position accounts for 0.01% of the portfolio, ranked #1632.

Osaic Holdings first reported a position in BSCZ in Q4 2025 and has held it in 4 quarters since. 70 funds tracked by Wall St. Rank hold BSCZ as of Q3 2026.

  • Osaic Holdings held 230,245 shares of Invesco BulletShares 2035 Corporate Bond ETF worth $4.43M as of Q3 2026.
  • Osaic Holdings bought 52,645 Invesco BulletShares 2035 Corporate Bond ETF shares in Q3 2026, an estimated $1.05M.
  • Invesco BulletShares 2035 Corporate Bond ETF made up 0.01% of Osaic Holdings's portfolio in Q3 2026, its #1632 holding.
  • Osaic Holdings first reported a position in Invesco BulletShares 2035 Corporate Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • 70 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Corporate Bond ETF as of Q3 2026.

Based on Osaic Holdings's 13F filing for Q3 2026, filed 12 Nov 2026.