Raymond James Financial
BSCZ

Raymond James Financial’s Invesco BulletShares 2035 Corporate Bond ETF BSCZ Stock Holding History

Raymond James Financial’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 		$40.5M Buy
1,971,715
+1,872,222
+1,882% +$38.9M 0.01% 993
2025
Q4 		$2.07M Buy
99,493
+48,371
+95% +$1.01M ﹤0.01% 3249
2025
Q3 		$1.06M Buy
+51,122
New +$1.05M ﹤0.01% 3637

Other funds holding BSCZ

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
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Raymond James Financial's BSCZ Position: Q1 2026 in Review

Raymond James Financial increased its Invesco BulletShares 2035 Corporate Bond ETF (BSCZ) stake by 1,882% in Q1 2026, buying an estimated $38.9M and bringing the position to 1,971,715 shares worth $40.5M. The position accounts for 0.01% of the portfolio, ranked #993.

Raymond James Financial first reported a position in BSCZ in Q3 2025 and has held it in 3 quarters since. 63 funds tracked by Wall St. Rank hold BSCZ as of Q1 2026.

  • Raymond James Financial held 1,971,715 shares of Invesco BulletShares 2035 Corporate Bond ETF worth $40.5M as of Q1 2026.
  • Raymond James Financial bought 1,872,222 Invesco BulletShares 2035 Corporate Bond ETF shares in Q1 2026, an estimated $38.9M.
  • Invesco BulletShares 2035 Corporate Bond ETF made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #993 holding.
  • Raymond James Financial first reported a position in Invesco BulletShares 2035 Corporate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 63 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Corporate Bond ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.