Carson Wealth (CWM LLC)
BSCX icon

Carson Wealth (CWM LLC)’s Invesco BulletShares 2033 Corporate Bond ETF BSCX Stock Holding History

Carson Wealth (CWM 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
Q1 		$43.1K Buy
2,037
+460
+29% +$9.85K ﹤0.01% 3920
2025
Q4 		$34K Buy
+1,577
New +$33.9K ﹤0.01% 3865

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
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BSCX Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Invesco BulletShares 2033 Corporate Bond ETF (BSCX) stake by 29% in Q1 2026, buying an estimated $9.85K and bringing the position to 2,037 shares worth $43.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3920.

Carson Wealth (CWM LLC) first reported a position in BSCX in Q4 2025 and has held it in 2 quarters since. 118 funds tracked by Wall St. Rank hold BSCX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,037 shares of Invesco BulletShares 2033 Corporate Bond ETF worth $43.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 460 Invesco BulletShares 2033 Corporate Bond ETF shares in Q1 2026, an estimated $9.85K.
  • Invesco BulletShares 2033 Corporate Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3920 holding.
  • Carson Wealth (CWM LLC) first reported a position in Invesco BulletShares 2033 Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 118 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Corporate Bond ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.