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

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

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

MFWM

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

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

BWM

BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Exchange Capital Management's BSCX Position: Q2 2025 in Review

Exchange Capital Management reduced its Invesco BulletShares 2033 Corporate Bond ETF (BSCX) stake by 2.7% in Q2 2025, selling an estimated $92.5K and leaving 161,506 shares worth $3.42M. The position accounts for 0.51% of the portfolio, ranked #60.

Exchange Capital Management first reported a position in BSCX in Q1 2024 and has held it in 6 quarters since. The position peaked at $3.67M in Q3 2024. 83 funds tracked by Wall St. Rank hold BSCX as of Q2 2025.

Exchange Capital Management held 161,506 shares of Invesco BulletShares 2033 Corporate Bond ETF worth $3.42M as of Q2 2025.
Exchange Capital Management sold 4,444 Invesco BulletShares 2033 Corporate Bond ETF shares in Q2 2025, an estimated $92.5K.
Invesco BulletShares 2033 Corporate Bond ETF made up 0.51% of Exchange Capital Management's portfolio in Q2 2025, its #60 holding.
Exchange Capital Management first reported a position in Invesco BulletShares 2033 Corporate Bond ETF in Q1 2024 and has held it in 6 quarters since.
Exchange Capital Management's Invesco BulletShares 2033 Corporate Bond ETF position peaked at $3.67M in Q3 2024.
83 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Corporate Bond ETF as of Q2 2025.

Based on Exchange Capital Management's 13F filing for Q2 2025, filed 21 Jul 2025.