SI
BSCZ

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

Stephens 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
Q1 		$3.4M Buy
165,848
+96,603
+140% +$2.01M 0.04% 364
2025
Q4 		$1.44M Buy
69,245
+37,635
+119% +$785K 0.02% 543
2025
Q3 		$658K Buy
+31,610
New +$650K 0.01% 769

Other funds holding BSCZ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $2.36B AUM 68.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $348M AUM 14.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CAG
Carroll Advisory Group Texarkana, Texas $258M AUM
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Stephens Inc's BSCZ Position: Q1 2026 in Review

Stephens Inc increased its Invesco BulletShares 2035 Corporate Bond ETF (BSCZ) stake by 140% in Q1 2026, buying an estimated $2.01M and bringing the position to 165,848 shares worth $3.4M. The position accounts for 0.04% of the portfolio, ranked #364.

Stephens Inc first reported a position in BSCZ in Q3 2025 and has held it in 3 quarters since. 63 funds tracked by Wall St. Rank hold BSCZ as of Q1 2026.

  • Stephens Inc held 165,848 shares of Invesco BulletShares 2035 Corporate Bond ETF worth $3.4M as of Q1 2026.
  • Stephens Inc bought 96,603 Invesco BulletShares 2035 Corporate Bond ETF shares in Q1 2026, an estimated $2.01M.
  • Invesco BulletShares 2035 Corporate Bond ETF made up 0.04% of Stephens Inc's portfolio in Q1 2026, its #364 holding.
  • Stephens Inc first reported a position in Invesco BulletShares 2035 Corporate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 63 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Corporate Bond ETF as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.