SFC
BSCY

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

Strategic Financial Concepts’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
Q2 		– Sell
-55,331
Closed -$1.13M – 375
2025
Q1 		$1.13M Buy
55,331
+5,854
+12% +$119K 0.21% 106
2024
Q4 		$1M Buy
+49,477
New +$1.02M 0.19% 115

Other funds holding BSCY

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $2.36B AUM 68.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
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
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Strategic Financial Concepts's BSCY Position: Q2 2025 in Review

Strategic Financial Concepts sold out of Invesco BulletShares 2034 Corporate Bond ETF (BSCY) in Q2 2025, closing a stake of 55,331 shares — an estimated $1.13M sold.

Strategic Financial Concepts first reported a position in BSCY in Q4 2024 and held it in 2 quarters. The position peaked at $1.13M in Q1 2025. 63 funds tracked by Wall St. Rank hold BSCY as of Q2 2025.

  • Strategic Financial Concepts reported no remaining Invesco BulletShares 2034 Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Strategic Financial Concepts sold 55,331 Invesco BulletShares 2034 Corporate Bond ETF shares in Q2 2025, an estimated $1.13M.
  • Strategic Financial Concepts first reported a position in Invesco BulletShares 2034 Corporate Bond ETF in Q4 2024 and held it in 2 quarters.
  • Strategic Financial Concepts's Invesco BulletShares 2034 Corporate Bond ETF position peaked at $1.13M in Q1 2025.
  • 63 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Corporate Bond ETF as of Q2 2025.

Based on Strategic Financial Concepts's 13F filing for Q2 2025, filed 5 Aug 2025.