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Beacon Harbor Wealth Advisors’s Invesco BulletShares 2033 Corporate Bond ETF BSCX Stock Holding History

Beacon Harbor Wealth Advisors’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
2025
Q2 		– Sell
-381,016
Closed -$7.96M – 77
2025
Q1 		$7.96M Buy
381,016
+14,434
+4% +$299K 1.85% 17
2024
Q4 		$7.56M Buy
366,582
+22,503
+7% +$473K 1.76% 16
2024
Q3 		$7.42M Buy
344,079
+15,210
+5% +$323K 1.77% 20
2024
Q2 		$6.78M Buy
328,869
+12,374
+4% +$254K 1.76% 19
2024
Q1 		$6.6M Buy
+316,495
New +$6.61M 1.75% 20

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
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
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Beacon Harbor Wealth Advisors's BSCX Position: Q2 2025 in Review

Beacon Harbor Wealth Advisors sold out of Invesco BulletShares 2033 Corporate Bond ETF (BSCX) in Q2 2025, closing a stake of 381,016 shares — an estimated $7.96M sold.

Beacon Harbor Wealth Advisors first reported a position in BSCX in Q1 2024 and held it in 5 quarters. The position peaked at $7.96M in Q1 2025. 83 funds tracked by Wall St. Rank hold BSCX as of Q2 2025.

  • Beacon Harbor Wealth Advisors reported no remaining Invesco BulletShares 2033 Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 381,016 Invesco BulletShares 2033 Corporate Bond ETF shares in Q2 2025, an estimated $7.96M.
  • Beacon Harbor Wealth Advisors first reported a position in Invesco BulletShares 2033 Corporate Bond ETF in Q1 2024 and held it in 5 quarters.
  • Beacon Harbor Wealth Advisors's Invesco BulletShares 2033 Corporate Bond ETF position peaked at $7.96M in Q1 2025.
  • 83 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Corporate Bond ETF as of Q2 2025.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.