Aureum Wealth Management’s Invesco BulletShares 2033 Corporate Bond ETF BSCX Stock Holding History

Aureum Wealth Management’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	$242K	Sell	11,504 -55	-0.5%	-$1.16K	0.15%	57
2026 Q1	$244K	Buy	+11,559	New	+$248K	0.17%	57

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

Aureum Wealth Management's BSCX Position: Q2 2026 in Review

Aureum Wealth Management reduced its Invesco BulletShares 2033 Corporate Bond ETF (BSCX) stake by 0.48% in Q2 2026, selling an estimated $1.16K and leaving 11,504 shares worth $242K. The position accounts for 0.15% of the portfolio, ranked #57.

Aureum Wealth Management first reported a position in BSCX in Q1 2026 and has held it in 2 quarters since. The position peaked at $244K in Q1 2026. 128 funds tracked by Wall St. Rank hold BSCX as of Q2 2026.

Aureum Wealth Management held 11,504 shares of Invesco BulletShares 2033 Corporate Bond ETF worth $242K as of Q2 2026.
Aureum Wealth Management sold 55 Invesco BulletShares 2033 Corporate Bond ETF shares in Q2 2026, an estimated $1.16K.
Invesco BulletShares 2033 Corporate Bond ETF made up 0.15% of Aureum Wealth Management's portfolio in Q2 2026, its #57 holding.
Aureum Wealth Management first reported a position in Invesco BulletShares 2033 Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
Aureum Wealth Management's Invesco BulletShares 2033 Corporate Bond ETF position peaked at $244K in Q1 2026.
128 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Corporate Bond ETF as of Q2 2026.

Based on Aureum Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.