UBS Group
BSCY

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

UBS 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
2026
Q1 		$26.9M Buy
1,298,600
+1,249,430
+2,541% +$26.2M ﹤0.01% 2275
2025
Q4 		$1.03M Buy
49,170
+15,531
+46% +$327K ﹤0.01% 5544
2025
Q3 		$707K Buy
33,639
+13,676
+69% +$285K ﹤0.01% 5835
2025
Q2 		$414K Buy
19,963
+3,450
+21% +$70.2K ﹤0.01% 6165
2025
Q1 		$338K Hold
16,513
– – ﹤0.01% 6152
2024
Q4 		$334K Buy
+16,513
New +$340K ﹤0.01% 6126

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
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
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

UBS Group's BSCY Position: Q1 2026 in Review

UBS Group increased its Invesco BulletShares 2034 Corporate Bond ETF (BSCY) stake by 2,541% in Q1 2026, buying an estimated $26.2M and bringing the position to 1,298,600 shares worth $26.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2275.

UBS Group first reported a position in BSCY in Q4 2024 and has held it in 6 quarters since. 88 funds tracked by Wall St. Rank hold BSCY as of Q1 2026.

  • UBS Group held 1,298,600 shares of Invesco BulletShares 2034 Corporate Bond ETF worth $26.9M as of Q1 2026.
  • UBS Group bought 1,249,430 Invesco BulletShares 2034 Corporate Bond ETF shares in Q1 2026, an estimated $26.2M.
  • Invesco BulletShares 2034 Corporate Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2275 holding.
  • UBS Group first reported a position in Invesco BulletShares 2034 Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 88 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Corporate Bond ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.