Coordinated Financial Services’s Invesco BulletShares 2033 Corporate Bond ETF BSCX Stock Holding History

Coordinated Financial Services’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	$272K	Buy	12,853 +127	+1%	+$2.72K	0.16%	151
2025 Q4	$273K	Sell	12,726 -190	-1%	-$4.09K	0.16%	144
2025 Q3	$277K	Buy	12,916 +159	+1%	+$3.38K	0.18%	133
2025 Q2	$270K	Buy	12,757 +162	+1%	+$3.37K	0.19%	126
2025 Q1	$263K	Buy	12,595 +645	+5%	+$13.4K	0.2%	122
2024 Q4	$246K	Buy	+11,950	New	+$251K	0.19%	123

Other funds holding BSCX

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

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

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

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

MFWM

Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return

Coordinated Financial Services's BSCX Position: Q1 2026 in Review

Coordinated Financial Services increased its Invesco BulletShares 2033 Corporate Bond ETF (BSCX) stake by 1% in Q1 2026, buying an estimated $2.72K and bringing the position to 12,853 shares worth $272K. The position accounts for 0.16% of the portfolio, ranked #151.

Coordinated Financial Services first reported a position in BSCX in Q4 2024 and has held it in 6 quarters since. The position peaked at $277K in Q3 2025. 118 funds tracked by Wall St. Rank hold BSCX as of Q1 2026.

Coordinated Financial Services held 12,853 shares of Invesco BulletShares 2033 Corporate Bond ETF worth $272K as of Q1 2026.
Coordinated Financial Services bought 127 Invesco BulletShares 2033 Corporate Bond ETF shares in Q1 2026, an estimated $2.72K.
Invesco BulletShares 2033 Corporate Bond ETF made up 0.16% of Coordinated Financial Services's portfolio in Q1 2026, its #151 holding.
Coordinated Financial Services first reported a position in Invesco BulletShares 2033 Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
Coordinated Financial Services's Invesco BulletShares 2033 Corporate Bond ETF position peaked at $277K in Q3 2025.
118 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Corporate Bond ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.