SFA
BSCY

Sequoia Financial Advisors’s Invesco BulletShares 2034 Corporate Bond ETF BSCY Stock Holding History

Sequoia Financial 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
Q2 		$338K Sell
16,358
-7,372
-31% -$153K ﹤0.01% 1588
2026
Q1 		$491K Hold
23,730
– – ﹤0.01% 1288
2025
Q4 		$499K Buy
+23,730
New +$500K ﹤0.01% 1284

Other funds holding BSCY

CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
IWC
Infinity Wealth Counsel Loveland, Ohio $124M AUM 13.55% 1-Year Est. Return
BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IBOK
Independence Bank of Kentucky Owensboro, Kentucky $888M AUM 29.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $169M AUM 22.99% 1-Year Est. Return

Sequoia Financial Advisors's BSCY Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Invesco BulletShares 2034 Corporate Bond ETF (BSCY) stake by 31% in Q2 2026, selling an estimated $153K and leaving 16,358 shares worth $338K. The position accounts for ﹤0.01% of the portfolio, ranked #1588.

Sequoia Financial Advisors first reported a position in BSCY in Q4 2025 and has held it in 3 quarters since. The position peaked at $499K in Q4 2025. 12 funds tracked by Wall St. Rank hold BSCY as of Q2 2026.

  • Sequoia Financial Advisors held 16,358 shares of Invesco BulletShares 2034 Corporate Bond ETF worth $338K as of Q2 2026.
  • Sequoia Financial Advisors sold 7,372 Invesco BulletShares 2034 Corporate Bond ETF shares in Q2 2026, an estimated $153K.
  • Invesco BulletShares 2034 Corporate Bond ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1588 holding.
  • Sequoia Financial Advisors first reported a position in Invesco BulletShares 2034 Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Sequoia Financial Advisors's Invesco BulletShares 2034 Corporate Bond ETF position peaked at $499K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Corporate Bond ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.