Stifel Financial
BSCY

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

Stifel Financial’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
Q1 		$474K Buy
22,890
+6
+0% +$126 ﹤0.01% 2912
2025
Q4 		$481K Buy
22,884
+3,265
+17% +$68.8K ﹤0.01% 2888
2025
Q3 		$412K Buy
19,619
+9,222
+89% +$192K ﹤0.01% 2927
2025
Q2 		$216K Buy
+10,397
New +$212K ﹤0.01% 3228

Other funds holding BSCY

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $2.36B AUM 68.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

Stifel Financial's BSCY Position: Q1 2026 in Review

Stifel Financial increased its Invesco BulletShares 2034 Corporate Bond ETF (BSCY) stake by 0.03% in Q1 2026, buying an estimated $126 and bringing the position to 22,890 shares worth $474K. The position accounts for ﹤0.01% of the portfolio, ranked #2912.

Stifel Financial first reported a position in BSCY in Q2 2025 and has held it in 4 quarters since. The position peaked at $481K in Q4 2025. 88 funds tracked by Wall St. Rank hold BSCY as of Q1 2026.

  • Stifel Financial held 22,890 shares of Invesco BulletShares 2034 Corporate Bond ETF worth $474K as of Q1 2026.
  • Stifel Financial bought 6 Invesco BulletShares 2034 Corporate Bond ETF shares in Q1 2026, an estimated $126.
  • Invesco BulletShares 2034 Corporate Bond ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2912 holding.
  • Stifel Financial first reported a position in Invesco BulletShares 2034 Corporate Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Stifel Financial's Invesco BulletShares 2034 Corporate Bond ETF position peaked at $481K in Q4 2025.
  • 88 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Corporate Bond ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.