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YANKCOM Partnership’s Invesco BulletShares 2035 Corporate Bond ETF BSCZ Stock Holding History

YANKCOM Partnership’s Portfolio BSCZ Stock Details BSCZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$263K Sell
13,674
-2,402
-15% -$48K 0.09% 130
2026
Q2 		$329K Buy
16,076
+2,666
+20% +$54.7K 0.12% 119
2026
Q1 		$275K Buy
13,410
+476
+4% +$9.9K 0.11% 126
2025
Q4 		$269K Buy
12,934
+7,890
+156% +$165K 0.11% 128
2025
Q3 		$105K Buy
+5,044
New +$104K 0.05% 166

Other funds holding BSCZ

Gill Capital Partners
Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return
Carolina Wealth Advisors
Carolina Wealth Advisors Myrtle Beach, South Carolina $263M AUM 16.19% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Carroll Advisory Group
Carroll Advisory Group Texarkana, Texas $317M AUM 11.14% 1-Year Est. Return
Infinity Wealth Counsel
Infinity Wealth Counsel Loveland, Ohio $124M AUM 7.66% 1-Year Est. Return
Butensky & Cohen Financial Security
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $405M AUM 26.05% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CFG Wealth Management Services
CFG Wealth Management Services Indianapolis, Indiana $109M AUM 4.04% 1-Year Est. Return
Opulen Financial Group
Opulen Financial Group Arlington, Virginia $163M AUM 13.69% 1-Year Est. Return

YANKCOM Partnership's BSCZ Position: Q3 2026 in Review

YANKCOM Partnership reduced its Invesco BulletShares 2035 Corporate Bond ETF (BSCZ) stake by 15% in Q3 2026, selling an estimated $48K and leaving 13,674 shares worth $263K. The position accounts for 0.09% of the portfolio, ranked #130.

YANKCOM Partnership first reported a position in BSCZ in Q3 2025 and has held it in 5 quarters since. The position peaked at $329K in Q2 2026. 17 funds tracked by Wall St. Rank hold BSCZ as of Q3 2026.

  • YANKCOM Partnership held 13,674 shares of Invesco BulletShares 2035 Corporate Bond ETF worth $263K as of Q3 2026.
  • YANKCOM Partnership sold 2,402 Invesco BulletShares 2035 Corporate Bond ETF shares in Q3 2026, an estimated $48K.
  • Invesco BulletShares 2035 Corporate Bond ETF made up 0.09% of YANKCOM Partnership's portfolio in Q3 2026, its #130 holding.
  • YANKCOM Partnership first reported a position in Invesco BulletShares 2035 Corporate Bond ETF in Q3 2025 and has held it in 5 quarters since.
  • YANKCOM Partnership's Invesco BulletShares 2035 Corporate Bond ETF position peaked at $329K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Corporate Bond ETF as of Q3 2026.

Based on YANKCOM Partnership's 13F filing for Q3 2026, filed 15 Oct 2026.