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BSCX icon

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

Align Financial’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
Q1 		– Sell
-6,696
Closed -$6.7M – 383
2025
Q4 		$6.7M Buy
+6,696
New +$144K ﹤0.01% 291

Other funds holding BSCX

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return

Align Financial's BSCX Position: Q1 2026 in Review

Align Financial sold out of Invesco BulletShares 2033 Corporate Bond ETF (BSCX) in Q1 2026, closing a stake of 6,696 shares — an estimated $6.7M sold.

Align Financial first reported a position in BSCX in Q4 2025 and held it in 1 quarter. The position peaked at $6.7M in Q4 2025. 118 funds tracked by Wall St. Rank hold BSCX as of Q1 2026.

  • Align Financial reported no remaining Invesco BulletShares 2033 Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Align Financial sold 6,696 Invesco BulletShares 2033 Corporate Bond ETF shares in Q1 2026, an estimated $6.7M.
  • Align Financial first reported a position in Invesco BulletShares 2033 Corporate Bond ETF in Q4 2025 and held it in 1 quarter.
  • Align Financial's Invesco BulletShares 2033 Corporate Bond ETF position peaked at $6.7M in Q4 2025.
  • 118 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Corporate Bond ETF as of Q1 2026.

Based on Align Financial's 13F filing for Q1 2026, filed 8 May 2026.