BWM
BSCX icon

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

BCS 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
Q1 		$9.15M Sell
432,811
-441,362
-50% -$9.45M 1.87% 10
2025
Q4 		$18.8M Buy
874,173
+441,672
+102% +$9.5M 1.89% 10
2025
Q3 		$9.29M Sell
432,501
-4,661
-1% -$99.2K 2.09% 10
2025
Q2 		$9.27M Buy
437,162
+18,821
+4% +$392K 1.99% 9
2025
Q1 		$8.74M Buy
418,341
+9,517
+2% +$197K 2.25% 8
2024
Q4 		$8.43M Buy
408,824
+73,550
+22% +$1.55M 2.1% 10
2024
Q3 		$7.24M Buy
335,274
+146,706
+78% +$3.12M 3.08% 7
2024
Q2 		$3.89M Buy
188,568
+152,135
+418% +$3.13M 1.89% 13
2024
Q1 		$760K Buy
+36,433
New +$760K 0.24% 90

Other funds holding BSCX

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return