RMDI
BSCZ

R.M. Davis Inc’s Invesco BulletShares 2035 Corporate Bond ETF BSCZ Stock Holding History

R.M. Davis Inc’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
Q1 		$346K Buy
16,874
+2,308
+16% +$47.9K 0.01% 224
2025
Q4 		$303K Buy
+14,566
New +$304K 0.01% 230

Other funds holding BSCZ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $2.36B AUM 68.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $348M AUM 14.74% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CAG
Carroll Advisory Group Texarkana, Texas $258M AUM
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

R.M. Davis Inc's BSCZ Position: Q1 2026 in Review

R.M. Davis Inc increased its Invesco BulletShares 2035 Corporate Bond ETF (BSCZ) stake by 16% in Q1 2026, buying an estimated $47.9K and bringing the position to 16,874 shares worth $346K. The position accounts for 0.01% of the portfolio, ranked #224.

R.M. Davis Inc first reported a position in BSCZ in Q4 2025 and has held it in 2 quarters since. 63 funds tracked by Wall St. Rank hold BSCZ as of Q1 2026.

  • R.M. Davis Inc held 16,874 shares of Invesco BulletShares 2035 Corporate Bond ETF worth $346K as of Q1 2026.
  • R.M. Davis Inc bought 2,308 Invesco BulletShares 2035 Corporate Bond ETF shares in Q1 2026, an estimated $47.9K.
  • Invesco BulletShares 2035 Corporate Bond ETF made up 0.01% of R.M. Davis Inc's portfolio in Q1 2026, its #224 holding.
  • R.M. Davis Inc first reported a position in Invesco BulletShares 2035 Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 63 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Corporate Bond ETF as of Q1 2026.

Based on R.M. Davis Inc's 13F filing for Q1 2026, filed 13 May 2026.