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

Clearstead Trust’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 		$209K Sell
9,921
-353
-3% -$7.46K 0.03% 188
2026
Q1 		$217K Sell
10,274
-426
-4% -$9.12K 0.04% 175
2025
Q4 		$230K Buy
+10,700
New +$230K 0.04% 177

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

Clearstead Trust's BSCX Position: Q2 2026 in Review

Clearstead Trust reduced its Invesco BulletShares 2033 Corporate Bond ETF (BSCX) stake by 3.4% in Q2 2026, selling an estimated $7.46K and leaving 9,921 shares worth $209K. The position accounts for 0.03% of the portfolio, ranked #188.

Clearstead Trust first reported a position in BSCX in Q4 2025 and has held it in 3 quarters since. The position peaked at $230K in Q4 2025. 128 funds tracked by Wall St. Rank hold BSCX as of Q2 2026.

  • Clearstead Trust held 9,921 shares of Invesco BulletShares 2033 Corporate Bond ETF worth $209K as of Q2 2026.
  • Clearstead Trust sold 353 Invesco BulletShares 2033 Corporate Bond ETF shares in Q2 2026, an estimated $7.46K.
  • Invesco BulletShares 2033 Corporate Bond ETF made up 0.03% of Clearstead Trust's portfolio in Q2 2026, its #188 holding.
  • Clearstead Trust first reported a position in Invesco BulletShares 2033 Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Clearstead Trust's Invesco BulletShares 2033 Corporate Bond ETF position peaked at $230K in Q4 2025.
  • 128 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Corporate Bond ETF as of Q2 2026.

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