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Diversified Portfolios Inc’s Invesco BulletShares 2033 Corporate Bond ETF BSCX Stock Holding History

Diversified Portfolios Inc’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 		– Sell
-12,865
Closed -$276K – 182
2025
Q4 		$276K Buy
+12,865
New +$277K 0.02% 155

Other funds holding BSCX

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

Diversified Portfolios Inc's BSCX Position: Q1 2026 in Review

Diversified Portfolios Inc sold out of Invesco BulletShares 2033 Corporate Bond ETF (BSCX) in Q1 2026, closing a stake of 12,865 shares — an estimated $276K sold.

Diversified Portfolios Inc first reported a position in BSCX in Q4 2025 and held it in 1 quarter. The position peaked at $276K in Q4 2025. 118 funds tracked by Wall St. Rank hold BSCX as of Q1 2026.

  • Diversified Portfolios Inc reported no remaining Invesco BulletShares 2033 Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Diversified Portfolios Inc sold 12,865 Invesco BulletShares 2033 Corporate Bond ETF shares in Q1 2026, an estimated $276K.
  • Diversified Portfolios Inc first reported a position in Invesco BulletShares 2033 Corporate Bond ETF in Q4 2025 and held it in 1 quarter.
  • Diversified Portfolios Inc's Invesco BulletShares 2033 Corporate Bond ETF position peaked at $276K in Q4 2025.
  • 118 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Corporate Bond ETF as of Q1 2026.

Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.