River Wealth Advisors’s Invesco BulletShares 2034 Corporate Bond ETF BSCY Stock Holding History

River Wealth Advisors’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
2026 Q1	$1.52M	Buy	73,362 +37,934	+107%	+$796K	0.17%	88
2025 Q4	$745K	Buy	35,428 +9,416	+36%	+$198K	0.08%	125
2025 Q3	$547K	Buy	26,012 +4,843	+23%	+$101K	0.06%	149
2025 Q2	$439K	Buy	21,169 +3,111	+17%	+$63.3K	0.05%	161
2025 Q1	$370K	Buy	18,058 +2,802	+18%	+$57K	0.05%	163
2024 Q4	$308K	Buy	+15,256	New	+$314K	0.04%	178

Other funds holding BSCY

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BWM

BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

River Wealth Advisors's BSCY Position: Q1 2026 in Review

River Wealth Advisors increased its Invesco BulletShares 2034 Corporate Bond ETF (BSCY) stake by 107% in Q1 2026, buying an estimated $796K and bringing the position to 73,362 shares worth $1.52M. The position accounts for 0.17% of the portfolio, ranked #88.

River Wealth Advisors first reported a position in BSCY in Q4 2024 and has held it in 6 quarters since. 88 funds tracked by Wall St. Rank hold BSCY as of Q1 2026.

River Wealth Advisors held 73,362 shares of Invesco BulletShares 2034 Corporate Bond ETF worth $1.52M as of Q1 2026.
River Wealth Advisors bought 37,934 Invesco BulletShares 2034 Corporate Bond ETF shares in Q1 2026, an estimated $796K.
Invesco BulletShares 2034 Corporate Bond ETF made up 0.17% of River Wealth Advisors's portfolio in Q1 2026, its #88 holding.
River Wealth Advisors first reported a position in Invesco BulletShares 2034 Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
88 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Corporate Bond ETF as of Q1 2026.

Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.