CAPTRUST Financial Advisors’s Invesco BulletShares 2033 Corporate Bond ETF BSCX Stock Holding History

CAPTRUST Financial 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
2026 Q2	$750K	Buy	35,620 +1,472	+4%	+$31.1K	﹤0.01%	1897
2026 Q1	$722K	Buy	34,148 +308	+0.9%	+$6.6K	﹤0.01%	1789
2025 Q4	$726K	Buy	33,840 +8,863	+35%	+$191K	﹤0.01%	1685
2025 Q3	$536K	Buy	24,977 +11,173	+81%	+$238K	﹤0.01%	1767
2025 Q2	$293K	Buy	13,804 +101	+0.7%	+$2.1K	﹤0.01%	2076
2025 Q1	$286K	Buy	13,703 +3,867	+39%	+$80.2K	﹤0.01%	1966
2024 Q4	$203K	Sell	9,836 -736	-7%	-$15.5K	﹤0.01%	2136
2024 Q3	$228K	Buy	+10,572	New	+$225K	﹤0.01%	2054

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

CAPTRUST Financial Advisors's BSCX Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Invesco BulletShares 2033 Corporate Bond ETF (BSCX) stake by 4.3% in Q2 2026, buying an estimated $31.1K and bringing the position to 35,620 shares worth $750K. The position accounts for ﹤0.01% of the portfolio, ranked #1897.

CAPTRUST Financial Advisors first reported a position in BSCX in Q3 2024 and has held it in 8 quarters since. 128 funds tracked by Wall St. Rank hold BSCX as of Q2 2026.

CAPTRUST Financial Advisors held 35,620 shares of Invesco BulletShares 2033 Corporate Bond ETF worth $750K as of Q2 2026.
CAPTRUST Financial Advisors bought 1,472 Invesco BulletShares 2033 Corporate Bond ETF shares in Q2 2026, an estimated $31.1K.
Invesco BulletShares 2033 Corporate Bond ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1897 holding.
CAPTRUST Financial Advisors first reported a position in Invesco BulletShares 2033 Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
128 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Corporate Bond ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.