Carroll Advisory Group’s Invesco BulletShares 2033 Corporate Bond ETF BSCX Stock Holding History

Carroll Advisory Group’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	$2.66M	Buy	126,318 +12,719	+11%	+$269K	0.87%	28
2026 Q1	$2.4M	Buy	113,599 +30,806	+37%	+$660K	0.93%	29
2025 Q4	$1.78M	Buy	+82,793	New	+$1.78M	0.77%	28

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

Carroll Advisory Group's BSCX Position: Q2 2026 in Review

Carroll Advisory Group increased its Invesco BulletShares 2033 Corporate Bond ETF (BSCX) stake by 11% in Q2 2026, buying an estimated $269K and bringing the position to 126,318 shares worth $2.66M. The position accounts for 0.87% of the portfolio, ranked #28.

Carroll Advisory Group first reported a position in BSCX in Q4 2025 and has held it in 3 quarters since. 128 funds tracked by Wall St. Rank hold BSCX as of Q2 2026.

Carroll Advisory Group held 126,318 shares of Invesco BulletShares 2033 Corporate Bond ETF worth $2.66M as of Q2 2026.
Carroll Advisory Group bought 12,719 Invesco BulletShares 2033 Corporate Bond ETF shares in Q2 2026, an estimated $269K.
Invesco BulletShares 2033 Corporate Bond ETF made up 0.87% of Carroll Advisory Group's portfolio in Q2 2026, its #28 holding.
Carroll Advisory Group first reported a position in Invesco BulletShares 2033 Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
128 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Corporate Bond ETF as of Q2 2026.

Based on Carroll Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.