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

Concurrent Investment 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 		$652K Buy
+30,952
New +$654K 0.01% 1251
2026
Q1 		– Sell
-9,842
Closed -$211K – 1944
2025
Q4 		$211K Buy
+9,842
New +$212K ﹤0.01% 1615

Other funds holding BSCX

CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
PWM
Parkway Wealth Management Plano, Texas $866M AUM
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
NL
NorthAvenue LLC Columbus, Ohio $140M AUM
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

Concurrent Investment Advisors's BSCX Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in Invesco BulletShares 2033 Corporate Bond ETF (BSCX) in Q2 2026: 30,952 shares worth $652K. The stake represents 0.01% of the portfolio and ranks #1251 among its holdings. This is a return to the name: Concurrent Investment Advisors previously reported a position in BSCX as recently as Q4 2025.

Concurrent Investment Advisors first reported a position in BSCX in Q4 2025 and has held it in 2 quarters since. 57 funds tracked by Wall St. Rank hold BSCX as of Q2 2026.

  • Concurrent Investment Advisors held 30,952 shares of Invesco BulletShares 2033 Corporate Bond ETF worth $652K as of Q2 2026.
  • Invesco BulletShares 2033 Corporate Bond ETF was a new Concurrent Investment Advisors position in Q2 2026.
  • Invesco BulletShares 2033 Corporate Bond ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1251 holding.
  • Concurrent Investment Advisors first reported a position in Invesco BulletShares 2033 Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 57 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Corporate Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.