YWS
BSCY

Yarger Wealth Strategies’s Invesco BulletShares 2034 Corporate Bond ETF BSCY Stock Holding History

Yarger Wealth Strategies’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
-44,972
Closed -$945K – 130
2025
Q3 		$945K Buy
+44,972
New +$937K 0.43% 44
2025
Q2 		– Sell
-48,215
Closed -$988K – 116
2025
Q1 		$988K Buy
48,215
+37,285
+341% +$758K 0.58% 36
2024
Q4 		$221K Buy
+10,930
New +$225K 0.13% 82

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 $3.04B AUM 94.11% 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

Yarger Wealth Strategies's BSCY Position: Q4 2025 in Review

Yarger Wealth Strategies sold out of Invesco BulletShares 2034 Corporate Bond ETF (BSCY) in Q4 2025, closing a stake of 44,972 shares — an estimated $945K sold.

Yarger Wealth Strategies first reported a position in BSCY in Q4 2024 and held it in 3 quarters. The position peaked at $988K in Q1 2025. 87 funds tracked by Wall St. Rank hold BSCY as of Q4 2025.

  • Yarger Wealth Strategies reported no remaining Invesco BulletShares 2034 Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Yarger Wealth Strategies sold 44,972 Invesco BulletShares 2034 Corporate Bond ETF shares in Q4 2025, an estimated $945K.
  • Yarger Wealth Strategies first reported a position in Invesco BulletShares 2034 Corporate Bond ETF in Q4 2024 and held it in 3 quarters.
  • Yarger Wealth Strategies's Invesco BulletShares 2034 Corporate Bond ETF position peaked at $988K in Q1 2025.
  • 87 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Corporate Bond ETF as of Q4 2025.

Based on Yarger Wealth Strategies's 13F filing for Q4 2025, filed 22 Jan 2026.