Question 1

Does LPL Financial own BSCZ stock?

Accepted Answer

Yes. As of its Q2 2026 13F, LPL Financial holds 506,383 shares of BSCZ (Invesco Bulletshares 2035 Corporate Bond ETF), worth $10.4M.

Question 2

How many shares of BSCZ does LPL Financial own?

Accepted Answer

As of its Q2 2026 13F, LPL Financial holds 506,383 shares of BSCZ (Invesco Bulletshares 2035 Corporate Bond ETF).

Question 3

What is LPL Financial's BSCZ position worth?

Accepted Answer

As of its Q2 2026 13F, LPL Financial's BSCZ position is worth $10.4M.

Question 4

Is LPL Financial buying or selling BSCZ?

Accepted Answer

In Q2 2026, LPL Financial increased its BSCZ position by 124,649 shares (+32.7%).

Question 5

When did LPL Financial first buy BSCZ?

Accepted Answer

LPL Financial first reported BSCZ in its Q4 2025 13F and has listed it in 3 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	506,383	+32.6%	$10.4M	0.0%	$20.12	35
2026-Q1	Increased	381,734	+200.0%	$7.8M	0.0%	$19.92	44
2025-Q4	New	127,253	-	$2.6M	0.0%	$20.00	36

BSCZ3 quarters

BSCZ
3 quarters