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BSCX icon

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
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

CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 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
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
NL
NorthAvenue LLC Columbus, Ohio $140M AUM
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
IWC
Infinity Wealth Counsel Loveland, Ohio $124M AUM 13.55% 1-Year Est. Return

Farnam Financial's BSCX Position: Q2 2026 in Review

Farnam Financial increased its Invesco BulletShares 2033 Corporate Bond ETF (BSCX) stake by 0.45% in Q2 2026, buying an estimated $8.92K and bringing the position to 93,406 shares worth $1.97M. The position accounts for 1.43% of the portfolio, ranked #20.

Farnam Financial first reported a position in BSCX in Q3 2024 and has held it in 8 quarters since. 34 funds tracked by Wall St. Rank hold BSCX as of Q2 2026.

  • Farnam Financial held 93,406 shares of Invesco BulletShares 2033 Corporate Bond ETF worth $1.97M as of Q2 2026.
  • Farnam Financial bought 422 Invesco BulletShares 2033 Corporate Bond ETF shares in Q2 2026, an estimated $8.92K.
  • Invesco BulletShares 2033 Corporate Bond ETF made up 1.43% of Farnam Financial's portfolio in Q2 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 8 quarters since.
  • 34 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Corporate Bond ETF as of Q2 2026.

Based on Farnam Financial's 13F filing for Q2 2026, filed 22 Jul 2026.