Private Trust Company’s Invesco BulletShares 2035 Corporate Bond ETF BSCZ Stock Holding History

Private Trust Company’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	$21.8K	Buy	+1,063	New	+$21.8K	﹤0.01%	1740

Other funds holding BSCZ

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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 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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Private Trust Company's BSCZ Position: Q2 2026 in Review

Private Trust Company opened a new position in Invesco BulletShares 2035 Corporate Bond ETF (BSCZ) in Q2 2026: 1,063 shares worth $21.8K. The stake represents ﹤0.01% of the portfolio and ranks #1740 among its holdings.

71 funds tracked by Wall St. Rank hold BSCZ as of Q2 2026.

Private Trust Company held 1,063 shares of Invesco BulletShares 2035 Corporate Bond ETF worth $21.8K as of Q2 2026.
Invesco BulletShares 2035 Corporate Bond ETF was a new Private Trust Company position in Q2 2026.
Invesco BulletShares 2035 Corporate Bond ETF made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #1740 holding.
71 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Corporate Bond ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.