DWM Financial Group’s Invesco BulletShares 2033 Corporate Bond ETF BSCX Stock Holding History

DWM Financial Group’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	$3.26M	Buy	+152,130	New	+$3.22M	2.91%	9

Other funds holding BSCX

ACA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

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

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

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

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

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

DWM Financial Group's BSCX Position: Q2 2026 in Review

DWM Financial Group opened a new position in Invesco BulletShares 2033 Corporate Bond ETF (BSCX) in Q2 2026: 152,130 shares worth $3.26M. The stake represents 2.91% of the portfolio and ranks #9 among its holdings.

128 funds tracked by Wall St. Rank hold BSCX as of Q2 2026.

DWM Financial Group held 152,130 shares of Invesco BulletShares 2033 Corporate Bond ETF worth $3.26M as of Q2 2026.
Invesco BulletShares 2033 Corporate Bond ETF was a new DWM Financial Group position in Q2 2026.
Invesco BulletShares 2033 Corporate Bond ETF made up 2.91% of DWM Financial Group's portfolio in Q2 2026, its #9 holding.
128 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Corporate Bond ETF as of Q2 2026.

Based on DWM Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.