SPIA
BSCY

Steward Partners Investment Advisory’s Invesco BulletShares 2034 Corporate Bond ETF BSCY Stock Holding History

Steward Partners Investment Advisory’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 		$5.27K Sell
255
-993
-80% -$20.6K ﹤0.01% 3962
2026
Q1 		$25.8K Sell
1,248
-2,136
-63% -$44.8K ﹤0.01% 3110
2025
Q4 		$71.1K Sell
3,384
-224
-6% -$4.72K ﹤0.01% 2487
2025
Q3 		$75.8K Buy
3,608
+16
+0.4% +$333 ﹤0.01% 2398
2025
Q2 		$74.5K Buy
3,592
+5
+0.1% +$102 ﹤0.01% 2274
2025
Q1 		$73.5K Hold
3,587
– – ﹤0.01% 2193
2024
Q4 		$72.5K Hold
3,587
– – ﹤0.01% 2147
2024
Q3 		$75.6K Buy
+3,587
New +$74.5K ﹤0.01% 2025

Other funds holding BSCY

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Steward Partners Investment Advisory's BSCY Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Invesco BulletShares 2034 Corporate Bond ETF (BSCY) stake by 80% in Q2 2026, selling an estimated $20.6K and leaving 255 shares worth $5.27K. The position accounts for ﹤0.01% of the portfolio, ranked #3962.

Steward Partners Investment Advisory first reported a position in BSCY in Q3 2024 and has held it in 8 quarters since. The position peaked at $75.8K in Q3 2025. 86 funds tracked by Wall St. Rank hold BSCY as of Q2 2026.

  • Steward Partners Investment Advisory held 255 shares of Invesco BulletShares 2034 Corporate Bond ETF worth $5.27K as of Q2 2026.
  • Steward Partners Investment Advisory sold 993 Invesco BulletShares 2034 Corporate Bond ETF shares in Q2 2026, an estimated $20.6K.
  • Invesco BulletShares 2034 Corporate Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3962 holding.
  • Steward Partners Investment Advisory first reported a position in Invesco BulletShares 2034 Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • Steward Partners Investment Advisory's Invesco BulletShares 2034 Corporate Bond ETF position peaked at $75.8K in Q3 2025.
  • 86 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Corporate Bond ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.