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

Addison 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	$2.62M	Sell	124,613 -141,266	-53%	-$2.99M	1.24%	23
2026 Q1	$5.62M	Buy	265,879 +15,609	+6%	+$334K	1.24%	20
2025 Q4	$5.37M	Buy	250,270 +18,286	+8%	+$393K	1.21%	21
2025 Q3	$4.98M	Buy	231,984 +25,380	+12%	+$540K	1.16%	21
2025 Q2	$4.38M	Buy	206,604 +507	+0.2%	+$10.6K	1.09%	22
2025 Q1	$4.31M	Buy	206,097 +4,913	+2%	+$102K	1.17%	24
2024 Q4	$4.15M	Buy	201,184 +16,581	+9%	+$348K	1.15%	20
2024 Q3	$3.98M	Buy	184,603 +31,551	+21%	+$671K	1.11%	21
2024 Q2	$3.15M	Buy	153,052 +14,587	+11%	+$300K	1.02%	28
2024 Q1	$2.89M	Buy	138,465 +17,460	+14%	+$364K	0.99%	26
2023 Q4	$2.58M	Buy	+121,005	New	+$2.43M	1%	26

Other funds holding BSCX

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Addison Advisors's BSCX Position: Q2 2026 in Review

Addison Advisors reduced its Invesco BulletShares 2033 Corporate Bond ETF (BSCX) stake by 53% in Q2 2026, selling an estimated $2.99M and leaving 124,613 shares worth $2.62M. The position accounts for 1.24% of the portfolio, ranked #23.

Addison Advisors first reported a position in BSCX in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.62M in Q1 2026. 128 funds tracked by Wall St. Rank hold BSCX as of Q2 2026.

Addison Advisors held 124,613 shares of Invesco BulletShares 2033 Corporate Bond ETF worth $2.62M as of Q2 2026.
Addison Advisors sold 141,266 Invesco BulletShares 2033 Corporate Bond ETF shares in Q2 2026, an estimated $2.99M.
Invesco BulletShares 2033 Corporate Bond ETF made up 1.24% of Addison Advisors's portfolio in Q2 2026, its #23 holding.
Addison Advisors first reported a position in Invesco BulletShares 2033 Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Addison Advisors's Invesco BulletShares 2033 Corporate Bond ETF position peaked at $5.62M in Q1 2026.
128 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Corporate Bond ETF as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.