PWM
BSCY

Prosperity Wealth Management’s Invesco BulletShares 2034 Corporate Bond ETF BSCY Stock Holding History

Prosperity Wealth Management’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
2025
Q4 		$405K Buy
19,275
+5,900
+44% +$124K 0.13% 163
2025
Q3 		$281K Buy
+13,375
New +$279K 0.1% 193

Other funds holding BSCY

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 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 $2.36B AUM 68.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Prosperity Wealth Management's BSCY Position: Q4 2025 in Review

Prosperity Wealth Management increased its Invesco BulletShares 2034 Corporate Bond ETF (BSCY) stake by 44% in Q4 2025, buying an estimated $124K and bringing the position to 19,275 shares worth $405K. The position accounts for 0.13% of the portfolio, ranked #163.

Prosperity Wealth Management first reported a position in BSCY in Q3 2025 and has held it in 2 quarters since. 87 funds tracked by Wall St. Rank hold BSCY as of Q4 2025.

  • Prosperity Wealth Management held 19,275 shares of Invesco BulletShares 2034 Corporate Bond ETF worth $405K as of Q4 2025.
  • Prosperity Wealth Management bought 5,900 Invesco BulletShares 2034 Corporate Bond ETF shares in Q4 2025, an estimated $124K.
  • Invesco BulletShares 2034 Corporate Bond ETF made up 0.13% of Prosperity Wealth Management's portfolio in Q4 2025, its #163 holding.
  • Prosperity Wealth Management first reported a position in Invesco BulletShares 2034 Corporate Bond ETF in Q3 2025 and has held it in 2 quarters since.
  • 87 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Corporate Bond ETF as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.