Waverly Advisors’s Invesco BulletShares 2034 Corporate Bond ETF BSCY Stock Holding History

Waverly Advisors’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	$204K	Buy	+9,845	New	+$206K	﹤0.01%	1487

Other funds holding BSCY

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 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

Waverly Advisors's BSCY Position: Q1 2026 in Review

Waverly Advisors opened a new position in Invesco BulletShares 2034 Corporate Bond ETF (BSCY) in Q1 2026: 9,845 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #1487 among its holdings.

88 funds tracked by Wall St. Rank hold BSCY as of Q1 2026.

Waverly Advisors held 9,845 shares of Invesco BulletShares 2034 Corporate Bond ETF worth $204K as of Q1 2026.
Invesco BulletShares 2034 Corporate Bond ETF was a new Waverly Advisors position in Q1 2026.
Invesco BulletShares 2034 Corporate Bond ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1487 holding.
88 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Corporate Bond ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.