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

Ellevest 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 Q2	$1.97M	Buy	93,798 +2,988	+3%	+$63.2K	0.23%	60
2026 Q1	$1.92M	Sell	90,810 -412	-0.5%	-$8.82K	0.27%	46
2025 Q4	$1.96M	Buy	91,222 +9,534	+12%	+$205K	0.27%	46
2025 Q3	$1.75M	Buy	81,688 +3,493	+4%	+$74.4K	0.25%	54
2025 Q2	$1.66M	Buy	78,195 +1,640	+2%	+$34.1K	0.26%	52
2025 Q1	$1.6M	Buy	76,555 +5,201	+7%	+$108K	0.11%	63
2024 Q4	$1.47M	Buy	71,354 +6,066	+9%	+$127K	0.08%	74
2024 Q3	$1.41M	Buy	65,288 +14,079	+27%	+$299K	0.08%	79
2024 Q2	$1.06M	Buy	51,209 +5,526	+12%	+$114K	0.06%	96
2024 Q1	$952K	Buy	45,683 +7,638	+20%	+$159K	0.06%	104
2023 Q4	$810K	Buy	+38,045	New	+$763K	0.06%	108

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

Ellevest Inc's BSCX Position: Q2 2026 in Review

Ellevest Inc increased its Invesco BulletShares 2033 Corporate Bond ETF (BSCX) stake by 3.3% in Q2 2026, buying an estimated $63.2K and bringing the position to 93,798 shares worth $1.97M. The position accounts for 0.23% of the portfolio, ranked #60.

Ellevest Inc first reported a position in BSCX in Q4 2023 and has held it in 11 quarters since. 128 funds tracked by Wall St. Rank hold BSCX as of Q2 2026.

Ellevest Inc held 93,798 shares of Invesco BulletShares 2033 Corporate Bond ETF worth $1.97M as of Q2 2026.
Ellevest Inc bought 2,988 Invesco BulletShares 2033 Corporate Bond ETF shares in Q2 2026, an estimated $63.2K.
Invesco BulletShares 2033 Corporate Bond ETF made up 0.23% of Ellevest Inc's portfolio in Q2 2026, its #60 holding.
Ellevest Inc first reported a position in Invesco BulletShares 2033 Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
128 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Corporate Bond ETF as of Q2 2026.

Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.