SAI
BSCZ

Savvy Advisors Inc’s Invesco BulletShares 2035 Corporate Bond ETF BSCZ Stock Holding History

Savvy Advisors 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 		$2.8M Buy
+136,922
New +$2.81M 0.06% 258

Other funds holding BSCZ

CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 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
CAG
Carroll Advisory Group Texarkana, Texas $305M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
LWP
LeClair Wealth Partners Dublin, Ohio $193M AUM 25.63% 1-Year Est. Return
IWC
Infinity Wealth Counsel Loveland, Ohio $124M AUM 13.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Savvy Advisors Inc's BSCZ Position: Q2 2026 in Review

Savvy Advisors Inc opened a new position in Invesco BulletShares 2035 Corporate Bond ETF (BSCZ) in Q2 2026: 136,922 shares worth $2.8M. The stake represents 0.06% of the portfolio and ranks #258 among its holdings.

34 funds tracked by Wall St. Rank hold BSCZ as of Q2 2026.

  • Savvy Advisors Inc held 136,922 shares of Invesco BulletShares 2035 Corporate Bond ETF worth $2.8M as of Q2 2026.
  • Invesco BulletShares 2035 Corporate Bond ETF was a new Savvy Advisors Inc position in Q2 2026.
  • Invesco BulletShares 2035 Corporate Bond ETF made up 0.06% of Savvy Advisors Inc's portfolio in Q2 2026, its #258 holding.
  • 34 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Corporate Bond ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.