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

Avior 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 		$2.63M Buy
124,944
+19,162
+18% +$405K 0.07% 217
2026
Q1 		$2.24M Buy
+105,782
New +$2.27M 0.06% 237

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

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

Avior Wealth Management increased its Invesco BulletShares 2033 Corporate Bond ETF (BSCX) stake by 18% in Q2 2026, buying an estimated $405K and bringing the position to 124,944 shares worth $2.63M. The position accounts for 0.07% of the portfolio, ranked #217.

Avior Wealth Management first reported a position in BSCX in Q1 2026 and has held it in 2 quarters since. 128 funds tracked by Wall St. Rank hold BSCX as of Q2 2026.

  • Avior Wealth Management held 124,944 shares of Invesco BulletShares 2033 Corporate Bond ETF worth $2.63M as of Q2 2026.
  • Avior Wealth Management bought 19,162 Invesco BulletShares 2033 Corporate Bond ETF shares in Q2 2026, an estimated $405K.
  • Invesco BulletShares 2033 Corporate Bond ETF made up 0.07% of Avior Wealth Management's portfolio in Q2 2026, its #217 holding.
  • Avior Wealth Management first reported a position in Invesco BulletShares 2033 Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 128 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Corporate Bond ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.