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
Q2 		$619K Buy
30,261
+13,387
+79% +$275K 0.01% 188
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 $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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

R.M. Davis Inc's BSCZ Position: Q2 2026 in Review

R.M. Davis Inc increased its Invesco BulletShares 2035 Corporate Bond ETF (BSCZ) stake by 79% in Q2 2026, buying an estimated $275K and bringing the position to 30,261 shares worth $619K. The position accounts for 0.01% of the portfolio, ranked #188.

R.M. Davis Inc 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.

  • R.M. Davis Inc held 30,261 shares of Invesco BulletShares 2035 Corporate Bond ETF worth $619K as of Q2 2026.
  • R.M. Davis Inc bought 13,387 Invesco BulletShares 2035 Corporate Bond ETF shares in Q2 2026, an estimated $275K.
  • Invesco BulletShares 2035 Corporate Bond ETF made up 0.01% of R.M. Davis Inc's portfolio in Q2 2026, its #188 holding.
  • R.M. Davis Inc 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 R.M. Davis Inc's 13F filing for Q2 2026, filed 14 Aug 2026.