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 Q3	$13.4M	Buy	670,634 +151,527	+29%	+$3.13M	0.98%	22
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

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

BCS Wealth Management Johnson City, Tennessee $563M AUM 12.49% 1-Year Est. Return

Marietta Wealth Management Marietta, Georgia $945M AUM 19.14% 1-Year Est. Return

Asset Dedication LLC San Francisco, California $1.62B AUM 18.32% 1-Year Est. Return

NorthAvenue LLC Columbus, Ohio $142M AUM 13.52% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Nottingham Advisors Amherst, New York $817M AUM 8.22% 1-Year Est. Return

Clark Asset Management's BSCX Position: Q3 2026 in Review

Clark Asset Management increased its Invesco BulletShares 2033 Corporate Bond ETF (BSCX) stake by 29% in Q3 2026, buying an estimated $3.13M and bringing the position to 670,634 shares worth $13.4M. The position accounts for 0.98% of the portfolio, ranked #22.

Clark Asset Management first reported a position in BSCX in Q1 2024 and has held it in 11 quarters since. 83 funds tracked by Wall St. Rank hold BSCX as of Q3 2026.

Clark Asset Management held 670,634 shares of Invesco BulletShares 2033 Corporate Bond ETF worth $13.4M as of Q3 2026.
Clark Asset Management bought 151,527 Invesco BulletShares 2033 Corporate Bond ETF shares in Q3 2026, an estimated $3.13M.
Invesco BulletShares 2033 Corporate Bond ETF made up 0.98% of Clark Asset Management's portfolio in Q3 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 11 quarters since.
83 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Corporate Bond ETF as of Q3 2026.

Based on Clark Asset Management's 13F filing for Q3 2026, filed 19 Oct 2026.