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

Carolina 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
2026 Q2	$59.1K	Sell	2,806 -433	-13%	-$9.15K	0.02%	109
2026 Q1	$68.5K	Sell	3,239 -894	-22%	-$19.1K	0.03%	108
2025 Q4	$88.7K	Sell	4,133 -781	-16%	-$16.8K	0.04%	89
2025 Q3	$106K	Sell	4,914 -264,651	-98%	-$5.63M	0.05%	85
2025 Q2	$5.71M	Sell	269,565 -20,541	-7%	-$428K	2.82%	12
2025 Q1	$6.06M	Buy	290,106 +6,474	+2%	+$134K	3.27%	10
2024 Q4	$5.85M	Sell	283,632 -536	-0.2%	-$11.3K	3.15%	11
2024 Q3	$6.13M	Sell	284,168 -1,249	-0.4%	-$26.5K	3.12%	11
2024 Q2	$5.88M	Buy	285,417 +61,783	+28%	+$1.27M	2.89%	14
2024 Q1	$4.66M	Buy	223,634 +214,939	+2,472%	+$4.49M	2.53%	15
2023 Q4	$185K	Buy	+8,695	New	+$174K	0.1%	72

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

Carolina Wealth Advisors's BSCX Position: Q2 2026 in Review

Carolina Wealth Advisors reduced its Invesco BulletShares 2033 Corporate Bond ETF (BSCX) stake by 13% in Q2 2026, selling an estimated $9.15K and leaving 2,806 shares worth $59.1K. The position accounts for 0.02% of the portfolio, ranked #109.

Carolina Wealth Advisors first reported a position in BSCX in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.13M in Q3 2024. 128 funds tracked by Wall St. Rank hold BSCX as of Q2 2026.

Carolina Wealth Advisors held 2,806 shares of Invesco BulletShares 2033 Corporate Bond ETF worth $59.1K as of Q2 2026.
Carolina Wealth Advisors sold 433 Invesco BulletShares 2033 Corporate Bond ETF shares in Q2 2026, an estimated $9.15K.
Invesco BulletShares 2033 Corporate Bond ETF made up 0.02% of Carolina Wealth Advisors's portfolio in Q2 2026, its #109 holding.
Carolina Wealth Advisors first reported a position in Invesco BulletShares 2033 Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Carolina Wealth Advisors's Invesco BulletShares 2033 Corporate Bond ETF position peaked at $6.13M in Q3 2024.
128 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Corporate Bond ETF as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.