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

Farnam Financial’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 Q3	$2.27M	Buy	112,180 +18,774	+20%	+$388K	1.68%	20
2026 Q2	$1.97M	Buy	93,406 +422	+0.5%	+$8.92K	1.43%	20
2026 Q1	$1.97M	Buy	92,984 +11,466	+14%	+$246K	1.62%	20
2025 Q4	$1.75M	Buy	81,518 +3,791	+5%	+$81.5K	1.32%	22
2025 Q3	$1.67M	Buy	77,727 +8,837	+13%	+$188K	1.3%	21
2025 Q2	$1.46M	Buy	68,890 +12,698	+23%	+$264K	1.31%	21
2025 Q1	$1.17M	Buy	56,192 +3,835	+7%	+$79.5K	1.19%	22
2024 Q4	$1.08M	Sell	52,357 -14,093	-21%	-$296K	1.13%	24
2024 Q3	$1.43M	Buy	+66,450	New	+$1.41M	1.57%	18

Other funds holding BSCX

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

BCS Wealth Management Johnson City, Tennessee $563M AUM 12.49% 1-Year Est. Return

Marietta Wealth Management Marietta, Georgia $945M AUM 19.14% 1-Year Est. Return

Asset Dedication LLC San Francisco, California $1.62B AUM 18.32% 1-Year Est. Return

NorthAvenue LLC Columbus, Ohio $142M AUM 13.52% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Farnam Financial's BSCX Position: Q3 2026 in Review

Farnam Financial increased its Invesco BulletShares 2033 Corporate Bond ETF (BSCX) stake by 20% in Q3 2026, buying an estimated $388K and bringing the position to 112,180 shares worth $2.27M. The position accounts for 1.68% of the portfolio, ranked #20.

Farnam Financial first reported a position in BSCX in Q3 2024 and has held it in 9 quarters since. 76 funds tracked by Wall St. Rank hold BSCX as of Q3 2026.

Farnam Financial held 112,180 shares of Invesco BulletShares 2033 Corporate Bond ETF worth $2.27M as of Q3 2026.
Farnam Financial bought 18,774 Invesco BulletShares 2033 Corporate Bond ETF shares in Q3 2026, an estimated $388K.
Invesco BulletShares 2033 Corporate Bond ETF made up 1.68% of Farnam Financial's portfolio in Q3 2026, its #20 holding.
Farnam Financial first reported a position in Invesco BulletShares 2033 Corporate Bond ETF in Q3 2024 and has held it in 9 quarters since.
76 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Corporate Bond ETF as of Q3 2026.

Based on Farnam Financial's 13F filing for Q3 2026, filed 21 Oct 2026.