Geneos Wealth Management’s Invesco BulletShares 2033 Corporate Bond ETF BSCX Stock Holding History

Geneos Wealth 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
2026 Q2	$79.1K	Hold	3,755	–	–	﹤0.01%	1303
2026 Q1	$79.4K	Hold	3,755	–	–	﹤0.01%	1247
2025 Q4	$80.6K	Hold	3,755	–	–	﹤0.01%	1222
2025 Q3	$80.6K	Hold	3,755	–	–	﹤0.01%	1198
2025 Q2	$79.6K	Hold	3,755	–	–	﹤0.01%	1346
2025 Q1	$78.4K	Hold	3,755	–	–	﹤0.01%	1267
2024 Q4	$77.4K	Buy	+3,755	New	+$78.9K	﹤0.01%	1150

Other funds holding BSCX

ACA

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

IAS

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

Geneos Wealth Management's BSCX Position: Q2 2026 in Review

Geneos Wealth Management held its Invesco BulletShares 2033 Corporate Bond ETF (BSCX) position steady in Q2 2026 at 3,755 shares worth $79.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1303.

Geneos Wealth Management first reported a position in BSCX in Q4 2024 and has held it in 7 quarters since. The position peaked at $80.6K in Q3 2025. 128 funds tracked by Wall St. Rank hold BSCX as of Q2 2026.

Geneos Wealth Management held 3,755 shares of Invesco BulletShares 2033 Corporate Bond ETF worth $79.1K as of Q2 2026.
Geneos Wealth Management left its Invesco BulletShares 2033 Corporate Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2033 Corporate Bond ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1303 holding.
Geneos Wealth Management first reported a position in Invesco BulletShares 2033 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Geneos Wealth Management's Invesco BulletShares 2033 Corporate Bond ETF position peaked at $80.6K in Q3 2025.
128 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Corporate Bond ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.