Sterling Financial Group’s Invesco BulletShares 2034 Corporate Bond ETF BSCY Stock Holding History

Sterling Financial Group’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
2025 Q3	$499K	Buy	+23,730	New	+$494K	0.16%	48

Other funds holding BSCY

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BWM

BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Sterling Financial Group's BSCY Position: Q3 2025 in Review

Sterling Financial Group opened a new position in Invesco BulletShares 2034 Corporate Bond ETF (BSCY) in Q3 2025: 23,730 shares worth $499K. The stake represents 0.16% of the portfolio and ranks #48 among its holdings.

77 funds tracked by Wall St. Rank hold BSCY as of Q3 2025.

Sterling Financial Group held 23,730 shares of Invesco BulletShares 2034 Corporate Bond ETF worth $499K as of Q3 2025.
Invesco BulletShares 2034 Corporate Bond ETF was a new Sterling Financial Group position in Q3 2025.
Invesco BulletShares 2034 Corporate Bond ETF made up 0.16% of Sterling Financial Group's portfolio in Q3 2025, its #48 holding.
77 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Corporate Bond ETF as of Q3 2025.

Based on Sterling Financial Group's 13F filing for Q3 2025, filed 17 Nov 2025.