Sawgrass Asset Management’s Invesco BulletShares 2035 Corporate Bond ETF BSCZ Stock Holding History

Sawgrass Asset Management’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	$256K	Buy	12,500 +900	+8%	+$18.5K	0.03%	166
2026 Q1	$238K	Hold	11,600	–	–	0.04%	169
2025 Q4	$241K	Buy	+11,600	New	+$242K	0.03%	167

Other funds holding BSCZ

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 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 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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Sawgrass Asset Management's BSCZ Position: Q2 2026 in Review

Sawgrass Asset Management increased its Invesco BulletShares 2035 Corporate Bond ETF (BSCZ) stake by 7.8% in Q2 2026, buying an estimated $18.5K and bringing the position to 12,500 shares worth $256K. The position accounts for 0.03% of the portfolio, ranked #166.

Sawgrass Asset Management 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.

Sawgrass Asset Management held 12,500 shares of Invesco BulletShares 2035 Corporate Bond ETF worth $256K as of Q2 2026.
Sawgrass Asset Management bought 900 Invesco BulletShares 2035 Corporate Bond ETF shares in Q2 2026, an estimated $18.5K.
Invesco BulletShares 2035 Corporate Bond ETF made up 0.03% of Sawgrass Asset Management's portfolio in Q2 2026, its #166 holding.
Sawgrass Asset Management 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 Sawgrass Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.