TF
BSCY

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

TLWM 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
2025
Q4 		– Sell
-43,362
Closed -$911K – 79
2025
Q3 		$911K Hold
43,362
– – 0.16% 50
2025
Q2 		$900K Hold
43,362
– – 0.17% 45
2025
Q1 		$888K Hold
43,362
– – 0.18% 49
2024
Q4 		$877K Buy
+43,362
New +$893K 0.17% 49

Other funds holding BSCY

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 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
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 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
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

TLWM Financial's BSCY Position: Q4 2025 in Review

TLWM Financial sold out of Invesco BulletShares 2034 Corporate Bond ETF (BSCY) in Q4 2025, closing a stake of 43,362 shares — an estimated $911K sold.

TLWM Financial first reported a position in BSCY in Q4 2024 and held it in 4 quarters. The position peaked at $911K in Q3 2025. 87 funds tracked by Wall St. Rank hold BSCY as of Q4 2025.

  • TLWM Financial reported no remaining Invesco BulletShares 2034 Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • TLWM Financial sold 43,362 Invesco BulletShares 2034 Corporate Bond ETF shares in Q4 2025, an estimated $911K.
  • TLWM Financial first reported a position in Invesco BulletShares 2034 Corporate Bond ETF in Q4 2024 and held it in 4 quarters.
  • TLWM Financial's Invesco BulletShares 2034 Corporate Bond ETF position peaked at $911K in Q3 2025.
  • 87 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Corporate Bond ETF as of Q4 2025.

Based on TLWM Financial's 13F filing for Q4 2025, filed 12 Jan 2026.