ACG
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Allen Capital Group’s Invesco BulletShares 2033 Corporate Bond ETF BSCX Stock Holding History

Allen Capital Group’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 		$486K Buy
23,071
+3,394
+17% +$71.7K 0.04% 212
2026
Q1 		$416K Buy
19,677
+2,210
+13% +$47.3K 0.04% 212
2025
Q4 		$375K Buy
17,467
+2,815
+19% +$60.5K 0.03% 215
2025
Q3 		$315K Buy
14,652
+2,650
+22% +$56.4K 0.03% 220
2025
Q2 		$254K Buy
+12,002
New +$250K 0.03% 239

Other funds holding BSCX

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
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
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Allen Capital Group's BSCX Position: Q2 2026 in Review

Allen Capital Group increased its Invesco BulletShares 2033 Corporate Bond ETF (BSCX) stake by 17% in Q2 2026, buying an estimated $71.7K and bringing the position to 23,071 shares worth $486K. The position accounts for 0.04% of the portfolio, ranked #212.

Allen Capital Group first reported a position in BSCX in Q2 2025 and has held it in 5 quarters since. 128 funds tracked by Wall St. Rank hold BSCX as of Q2 2026.

  • Allen Capital Group held 23,071 shares of Invesco BulletShares 2033 Corporate Bond ETF worth $486K as of Q2 2026.
  • Allen Capital Group bought 3,394 Invesco BulletShares 2033 Corporate Bond ETF shares in Q2 2026, an estimated $71.7K.
  • Invesco BulletShares 2033 Corporate Bond ETF made up 0.04% of Allen Capital Group's portfolio in Q2 2026, its #212 holding.
  • Allen Capital Group first reported a position in Invesco BulletShares 2033 Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 128 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Corporate Bond ETF as of Q2 2026.

Based on Allen Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.