SI
BSCY

Stephens Inc’s Invesco BulletShares 2034 Corporate Bond ETF BSCY Stock Holding History

Stephens Inc’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 		$4.48M Buy
216,612
+13,244
+7% +$274K 0.05% 324
2026
Q1 		$4.21M Buy
203,368
+26,056
+15% +$546K 0.05% 322
2025
Q4 		$3.73M Buy
177,312
+26,413
+18% +$557K 0.05% 357
2025
Q3 		$3.17M Buy
150,899
+29,044
+24% +$605K 0.04% 382
2025
Q2 		$2.53M Buy
121,855
+24,986
+26% +$509K 0.03% 410
2025
Q1 		$1.98M Buy
96,869
+64,622
+200% +$1.31M 0.03% 468
2024
Q4 		$652K Buy
32,247
+15,532
+93% +$320K 0.01% 737
2024
Q3 		$353K Buy
+16,715
New +$347K 0.01% 960

Other funds holding BSCY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
NL
NorthAvenue LLC Columbus, Ohio $140M AUM
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

Stephens Inc's BSCY Position: Q2 2026 in Review

Stephens Inc increased its Invesco BulletShares 2034 Corporate Bond ETF (BSCY) stake by 6.5% in Q2 2026, buying an estimated $274K and bringing the position to 216,612 shares worth $4.48M. The position accounts for 0.05% of the portfolio, ranked #324.

Stephens Inc first reported a position in BSCY in Q3 2024 and has held it in 8 quarters since. 54 funds tracked by Wall St. Rank hold BSCY as of Q2 2026.

  • Stephens Inc held 216,612 shares of Invesco BulletShares 2034 Corporate Bond ETF worth $4.48M as of Q2 2026.
  • Stephens Inc bought 13,244 Invesco BulletShares 2034 Corporate Bond ETF shares in Q2 2026, an estimated $274K.
  • Invesco BulletShares 2034 Corporate Bond ETF made up 0.05% of Stephens Inc's portfolio in Q2 2026, its #324 holding.
  • Stephens Inc first reported a position in Invesco BulletShares 2034 Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • 54 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Corporate Bond ETF as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.