Asset Dedication LLC’s Invesco BulletShares 2033 Corporate Bond ETF BSCX Stock Holding History

Asset Dedication LLC’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	$6.04M	Buy	286,678 +19,245	+7%	+$407K	0.38%	39
2026 Q1	$5.66M	Buy	267,433 +42,370	+19%	+$907K	0.4%	38
2025 Q4	$4.83M	Buy	225,063 +71,805	+47%	+$1.54M	0.32%	49
2025 Q3	$3.29M	Buy	153,258 +24,638	+19%	+$525K	0.22%	66
2025 Q2	$2.73M	Buy	128,620 +10,038	+8%	+$209K	0.2%	76
2025 Q1	$2.48M	Buy	118,582 +53,253	+82%	+$1.1M	0.2%	78
2024 Q4	$1.35M	Buy	65,329 +41,493	+174%	+$872K	0.11%	122
2024 Q3	$514K	Buy	23,836 +8,817	+59%	+$187K	0.03%	228
2024 Q2	$310K	Buy	15,019 +13,381	+817%	+$275K	0.02%	273
2024 Q1	$33K	Buy	+1,638	New	+$34.2K	﹤0.01%	504

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

Asset Dedication LLC's BSCX Position: Q2 2026 in Review

Asset Dedication LLC increased its Invesco BulletShares 2033 Corporate Bond ETF (BSCX) stake by 7.2% in Q2 2026, buying an estimated $407K and bringing the position to 286,678 shares worth $6.04M. The position accounts for 0.38% of the portfolio, ranked #39.

Asset Dedication LLC first reported a position in BSCX in Q1 2024 and has held it in 10 quarters since. 128 funds tracked by Wall St. Rank hold BSCX as of Q2 2026.

Asset Dedication LLC held 286,678 shares of Invesco BulletShares 2033 Corporate Bond ETF worth $6.04M as of Q2 2026.
Asset Dedication LLC bought 19,245 Invesco BulletShares 2033 Corporate Bond ETF shares in Q2 2026, an estimated $407K.
Invesco BulletShares 2033 Corporate Bond ETF made up 0.38% of Asset Dedication LLC's portfolio in Q2 2026, its #39 holding.
Asset Dedication LLC first reported a position in Invesco BulletShares 2033 Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
128 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Corporate Bond ETF as of Q2 2026.

Based on Asset Dedication LLC's 13F filing for Q2 2026, filed 30 Jul 2026.