Osaic Holdings
BSCZ

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
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

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $378M AUM 18.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
CAG
Carroll Advisory Group Texarkana, Texas $305M AUM

Osaic Holdings's BSCZ Position: Q2 2026 in Review

Osaic Holdings increased its Invesco BulletShares 2035 Corporate Bond ETF (BSCZ) stake by 182% in Q2 2026, buying an estimated $2.35M and bringing the position to 177,600 shares worth $3.64M. The position accounts for ﹤0.01% of the portfolio, ranked #1788.

Osaic Holdings first reported a position in BSCZ in Q4 2025 and has held it in 3 quarters since. 71 funds tracked by Wall St. Rank hold BSCZ as of Q2 2026.

  • Osaic Holdings held 177,600 shares of Invesco BulletShares 2035 Corporate Bond ETF worth $3.64M as of Q2 2026.
  • Osaic Holdings bought 114,703 Invesco BulletShares 2035 Corporate Bond ETF shares in Q2 2026, an estimated $2.35M.
  • Invesco BulletShares 2035 Corporate Bond ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #1788 holding.
  • Osaic Holdings first reported a position in Invesco BulletShares 2035 Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 71 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Corporate Bond ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.