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

Colonial 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 Q3	$689K	Buy	+34,472	New	+$713K	0.09%	145

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

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 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

Colonial Trust's BSCX Position: Q3 2026 in Review

Colonial Trust opened a new position in Invesco BulletShares 2033 Corporate Bond ETF (BSCX) in Q3 2026: 34,472 shares worth $689K. The stake represents 0.09% of the portfolio and ranks #145 among its holdings.

88 funds tracked by Wall St. Rank hold BSCX as of Q3 2026.

Colonial Trust held 34,472 shares of Invesco BulletShares 2033 Corporate Bond ETF worth $689K as of Q3 2026.
Invesco BulletShares 2033 Corporate Bond ETF was a new Colonial Trust position in Q3 2026.
Invesco BulletShares 2033 Corporate Bond ETF made up 0.09% of Colonial Trust's portfolio in Q3 2026, its #145 holding.
88 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Corporate Bond ETF as of Q3 2026.

Based on Colonial Trust's 13F filing for Q3 2026, filed 10 Nov 2026.