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BSCX icon

Heritage Trust’s Invesco BulletShares 2033 Corporate Bond ETF BSCX Stock Holding History

Heritage Trust’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 		$691K Buy
32,803
+15,343
+88% +$324K 0.06% 203
2026
Q1 		$369K Buy
+17,460
New +$374K 0.04% 250

Other funds holding BSCX

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Heritage Trust's BSCX Position: Q2 2026 in Review

Heritage Trust increased its Invesco BulletShares 2033 Corporate Bond ETF (BSCX) stake by 88% in Q2 2026, buying an estimated $324K and bringing the position to 32,803 shares worth $691K. The position accounts for 0.06% of the portfolio, ranked #203.

Heritage Trust first reported a position in BSCX in Q1 2026 and has held it in 2 quarters since. 128 funds tracked by Wall St. Rank hold BSCX as of Q2 2026.

  • Heritage Trust held 32,803 shares of Invesco BulletShares 2033 Corporate Bond ETF worth $691K as of Q2 2026.
  • Heritage Trust bought 15,343 Invesco BulletShares 2033 Corporate Bond ETF shares in Q2 2026, an estimated $324K.
  • Invesco BulletShares 2033 Corporate Bond ETF made up 0.06% of Heritage Trust's portfolio in Q2 2026, its #203 holding.
  • Heritage Trust first reported a position in Invesco BulletShares 2033 Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 128 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Corporate Bond ETF as of Q2 2026.

Based on Heritage Trust's 13F filing for Q2 2026, filed 6 Aug 2026.