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
Q2 		$3.89M Buy
189,835
+23,987
+14% +$492K 0.04% 352
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 $369B AUM 28.27% 1-Year Est. Return
Invesco
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
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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CAG
Carroll Advisory Group Texarkana, Texas $305M AUM

Stephens Inc's BSCZ Position: Q2 2026 in Review

Stephens Inc increased its Invesco BulletShares 2035 Corporate Bond ETF (BSCZ) stake by 14% in Q2 2026, buying an estimated $492K and bringing the position to 189,835 shares worth $3.89M. The position accounts for 0.04% of the portfolio, ranked #352.

Stephens Inc first reported a position in BSCZ in Q3 2025 and has held it in 4 quarters since. 71 funds tracked by Wall St. Rank hold BSCZ as of Q2 2026.

  • Stephens Inc held 189,835 shares of Invesco BulletShares 2035 Corporate Bond ETF worth $3.89M as of Q2 2026.
  • Stephens Inc bought 23,987 Invesco BulletShares 2035 Corporate Bond ETF shares in Q2 2026, an estimated $492K.
  • Invesco BulletShares 2035 Corporate Bond ETF made up 0.04% of Stephens Inc's portfolio in Q2 2026, its #352 holding.
  • Stephens Inc first reported a position in Invesco BulletShares 2035 Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 71 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Corporate Bond ETF as of Q2 2026.

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