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Clearstead Advisors’s Invesco BulletShares 2033 Corporate Bond ETF BSCX Stock Holding History

Clearstead Advisors’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 		$56.3M Buy
2,662,099
+212,882
+9% +$4.56M 0.51% 43
2025
Q4 		$52.6M Buy
2,449,217
+1,499,330
+158% +$32.2M 0.66% 35
2025
Q3 		$20.4M Buy
+949,887
New +$20.2M 0.27% 83

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
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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Clearstead Advisors's BSCX Position: Q1 2026 in Review

Clearstead Advisors increased its Invesco BulletShares 2033 Corporate Bond ETF (BSCX) stake by 8.7% in Q1 2026, buying an estimated $4.56M and bringing the position to 2,662,099 shares worth $56.3M. The position accounts for 0.51% of the portfolio, ranked #43.

Clearstead Advisors first reported a position in BSCX in Q3 2025 and has held it in 3 quarters since. 118 funds tracked by Wall St. Rank hold BSCX as of Q1 2026.

  • Clearstead Advisors held 2,662,099 shares of Invesco BulletShares 2033 Corporate Bond ETF worth $56.3M as of Q1 2026.
  • Clearstead Advisors bought 212,882 Invesco BulletShares 2033 Corporate Bond ETF shares in Q1 2026, an estimated $4.56M.
  • Invesco BulletShares 2033 Corporate Bond ETF made up 0.51% of Clearstead Advisors's portfolio in Q1 2026, its #43 holding.
  • Clearstead Advisors first reported a position in Invesco BulletShares 2033 Corporate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 118 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Corporate Bond ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.