BFC Planning, Inc.’s Invesco BulletShares 2033 Corporate Bond ETF BSCX Stock Holding History

BFC Planning, 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	$16.1K	Buy	763 +9	+1%	+$190	﹤0.01%	2122
2026 Q1	$15.9K	Buy	754 +9	+1%	+$193	﹤0.01%	1813
2025 Q4	$16K	Buy	745 +9	+1%	+$194	﹤0.01%	1846
2025 Q3	$15.8K	Buy	736 +9	+1%	+$192	﹤0.01%	1695
2025 Q2	$15.4K	Buy	727 +9	+1%	+$187	﹤0.01%	1614
2025 Q1	$15K	Buy	+718	New	+$14.9K	﹤0.01%	1595

Other funds holding BSCX

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

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

BFC Planning, Inc.'s BSCX Position: Q2 2026 in Review

BFC Planning, Inc. increased its Invesco BulletShares 2033 Corporate Bond ETF (BSCX) stake by 1.2% in Q2 2026, buying an estimated $190 and bringing the position to 763 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2122.

BFC Planning, Inc. first reported a position in BSCX in Q1 2025 and has held it in 6 quarters since. 129 funds tracked by Wall St. Rank hold BSCX as of Q2 2026.

BFC Planning, Inc. held 763 shares of Invesco BulletShares 2033 Corporate Bond ETF worth $16.1K as of Q2 2026.
BFC Planning, Inc. bought 9 Invesco BulletShares 2033 Corporate Bond ETF shares in Q2 2026, an estimated $190.
Invesco BulletShares 2033 Corporate Bond ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2122 holding.
BFC Planning, Inc. first reported a position in Invesco BulletShares 2033 Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
129 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Corporate Bond ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.