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AA Financial Advisors’s Invesco BulletShares 2033 Corporate Bond ETF BSCX Stock Holding History

AA Financial Advisors’s Portfolio BSCX Stock Details BSCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.96M Buy
93,254
+714
+0.8% +$15.1K 0.24% 77
2026
Q1 		$1.96M Sell
92,540
-29,986
-24% -$642K 0.28% 72
2025
Q4 		$2.63M Buy
+122,526
New +$2.63M 0.49% 47

Other funds holding BSCX

CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
NL
NorthAvenue LLC Columbus, Ohio $140M AUM
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
IWC
Infinity Wealth Counsel Loveland, Ohio $124M AUM 13.55% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return

AA Financial Advisors's BSCX Position: Q2 2026 in Review

AA Financial Advisors increased its Invesco BulletShares 2033 Corporate Bond ETF (BSCX) stake by 0.77% in Q2 2026, buying an estimated $15.1K and bringing the position to 93,254 shares worth $1.96M. The position accounts for 0.24% of the portfolio, ranked #77.

AA Financial Advisors first reported a position in BSCX in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.63M in Q4 2025. 26 funds tracked by Wall St. Rank hold BSCX as of Q2 2026.

  • AA Financial Advisors held 93,254 shares of Invesco BulletShares 2033 Corporate Bond ETF worth $1.96M as of Q2 2026.
  • AA Financial Advisors bought 714 Invesco BulletShares 2033 Corporate Bond ETF shares in Q2 2026, an estimated $15.1K.
  • Invesco BulletShares 2033 Corporate Bond ETF made up 0.24% of AA Financial Advisors's portfolio in Q2 2026, its #77 holding.
  • AA Financial Advisors first reported a position in Invesco BulletShares 2033 Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • AA Financial Advisors's Invesco BulletShares 2033 Corporate Bond ETF position peaked at $2.63M in Q4 2025.
  • 26 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Corporate Bond ETF as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.