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Clark Asset Management’s Invesco BulletShares 2033 Corporate Bond ETF BSCX Stock Holding History

Clark Asset Management’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 		$10.9M Buy
519,107
+96,079
+23% +$2.03M 0.86% 22
2026
Q1 		$8.95M Buy
423,028
+71,825
+20% +$1.54M 0.84% 23
2025
Q4 		$7.54M Buy
351,203
+62,513
+22% +$1.34M 0.78% 25
2025
Q3 		$6.2M Buy
288,690
+88,130
+44% +$1.88M 0.72% 25
2025
Q2 		$4.25M Buy
200,560
+20,184
+11% +$420K 0.58% 26
2025
Q1 		$3.77M Buy
180,376
+32,436
+22% +$673K 0.63% 25
2024
Q4 		$3.05M Buy
147,940
+53,297
+56% +$1.12M 0.57% 26
2024
Q3 		$2.04M Buy
94,643
+66,644
+238% +$1.42M 0.44% 30
2024
Q2 		$577K Buy
27,999
+6,605
+31% +$136K 0.16% 52
2024
Q1 		$446K Buy
+21,394
New +$447K 0.14% 53

Other funds holding BSCX

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Clark Asset Management's BSCX Position: Q2 2026 in Review

Clark Asset Management increased its Invesco BulletShares 2033 Corporate Bond ETF (BSCX) stake by 23% in Q2 2026, buying an estimated $2.03M and bringing the position to 519,107 shares worth $10.9M. The position accounts for 0.86% of the portfolio, ranked #22.

Clark Asset Management first reported a position in BSCX in Q1 2024 and has held it in 10 quarters since. 128 funds tracked by Wall St. Rank hold BSCX as of Q2 2026.

  • Clark Asset Management held 519,107 shares of Invesco BulletShares 2033 Corporate Bond ETF worth $10.9M as of Q2 2026.
  • Clark Asset Management bought 96,079 Invesco BulletShares 2033 Corporate Bond ETF shares in Q2 2026, an estimated $2.03M.
  • Invesco BulletShares 2033 Corporate Bond ETF made up 0.86% of Clark Asset Management's portfolio in Q2 2026, its #22 holding.
  • Clark Asset Management first reported a position in Invesco BulletShares 2033 Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 128 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Corporate Bond ETF as of Q2 2026.

Based on Clark Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.