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 Q2	$57.9M	Buy	2,750,934 +88,835	+3%	+$1.88M	0.55%	42
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 $14.6B AUM 22.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Clearstead Advisors's BSCX Position: Q2 2026 in Review

Clearstead Advisors increased its Invesco BulletShares 2033 Corporate Bond ETF (BSCX) stake by 3.3% in Q2 2026, buying an estimated $1.88M and bringing the position to 2,750,934 shares worth $57.9M. The position accounts for 0.55% of the portfolio, ranked #42.

Clearstead Advisors first reported a position in BSCX in Q3 2025 and has held it in 4 quarters since. 128 funds tracked by Wall St. Rank hold BSCX as of Q2 2026.

Clearstead Advisors held 2,750,934 shares of Invesco BulletShares 2033 Corporate Bond ETF worth $57.9M as of Q2 2026.
Clearstead Advisors bought 88,835 Invesco BulletShares 2033 Corporate Bond ETF shares in Q2 2026, an estimated $1.88M.
Invesco BulletShares 2033 Corporate Bond ETF made up 0.55% of Clearstead Advisors's portfolio in Q2 2026, its #42 holding.
Clearstead Advisors first reported a position in Invesco BulletShares 2033 Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
128 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Corporate Bond ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.