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

BWM

BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

LWA

Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

IWC

Infinity Wealth Counsel Loveland, Ohio $124M AUM 13.55% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

BCFS

Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return

IBOK

Independence Bank of Kentucky Owensboro, Kentucky $888M AUM 29.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CHC

City Holding Co Charleston, West Virginia $884M AUM 27.52% 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. 19 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.
19 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.