Exchange Capital Management’s Invesco BulletShares 2033 Corporate Bond ETF BSCX Stock Holding History

Exchange Capital Management’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
2025 Q2	$3.42M	Sell	161,506 -4,444	-3%	-$92.5K	0.51%	60
2025 Q1	$3.47M	Sell	165,950 -842	-0.5%	-$17.5K	0.56%	57
2024 Q4	$3.44M	Sell	166,792 -3,050	-2%	-$64.1K	0.55%	54
2024 Q3	$3.67M	Buy	169,842 +40,307	+31%	+$857K	0.58%	55
2024 Q2	$2.67M	Buy	129,535 +105,711	+444%	+$2.17M	0.43%	72
2024 Q1	$497K	Buy	+23,824	New	+$497K	0.08%	148

Other funds holding BSCX

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

Cookson Peirce & Co Pittsburgh, Pennsylvania $2.36B AUM 68.36% 1-Year Est. Return

BCS Wealth Management Johnson City, Tennessee $490M AUM 13.89% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return