Capital Analysts LLC’s Invesco BulletShares 2033 Corporate Bond ETF BSCX Stock Holding History

Capital Analysts 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	$82K	Hold	3,900	–	–	﹤0.01%	891
2026 Q1	$82K	Buy	3,900 +2,566	+192%	+$55K	﹤0.01%	843
2025 Q4	$29K	Hold	1,334	–	–	﹤0.01%	1025
2025 Q3	$29K	Hold	1,334	–	–	﹤0.01%	986
2025 Q2	$28K	Hold	1,334	–	–	﹤0.01%	927
2025 Q1	$28K	Hold	1,334	–	–	﹤0.01%	914
2024 Q4	$28K	Hold	1,334	–	–	﹤0.01%	863
2024 Q3	$29K	Buy	1,334 +345	+35%	+$7.33K	﹤0.01%	831
2024 Q2	$20K	Buy	+989	New	+$20.3K	﹤0.01%	857

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

Capital Analysts LLC's BSCX Position: Q2 2026 in Review

Capital Analysts LLC held its Invesco BulletShares 2033 Corporate Bond ETF (BSCX) position steady in Q2 2026 at 3,900 shares worth $82K. The position accounts for ﹤0.01% of the portfolio, ranked #891.

Capital Analysts LLC first reported a position in BSCX in Q2 2024 and has held it in 9 quarters since. 128 funds tracked by Wall St. Rank hold BSCX as of Q2 2026.

Capital Analysts LLC held 3,900 shares of Invesco BulletShares 2033 Corporate Bond ETF worth $82K as of Q2 2026.
Capital Analysts LLC left its Invesco BulletShares 2033 Corporate Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2033 Corporate Bond ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #891 holding.
Capital Analysts LLC first reported a position in Invesco BulletShares 2033 Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
128 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Corporate Bond ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.