IAA
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Independent Advisor Alliance’s Invesco BulletShares 2033 Corporate Bond ETF BSCX Stock Holding History

Independent Advisor Alliance’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 		– Sell
-22,145
Closed -$468K – 1097
2026
Q1 		$468K Buy
+22,145
New +$474K 0.01% 1139
2025
Q1 		– Sell
-23,457
Closed -$484K – 860
2024
Q4 		$484K Buy
+23,457
New +$493K 0.01% 971

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

Independent Advisor Alliance's BSCX Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Invesco BulletShares 2033 Corporate Bond ETF (BSCX) in Q2 2026, closing a stake of 22,145 shares — an estimated $468K sold.

Independent Advisor Alliance first reported a position in BSCX in Q4 2024 and held it in 2 quarters. The position peaked at $484K in Q4 2024. 128 funds tracked by Wall St. Rank hold BSCX as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Invesco BulletShares 2033 Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 22,145 Invesco BulletShares 2033 Corporate Bond ETF shares in Q2 2026, an estimated $468K.
  • Independent Advisor Alliance first reported a position in Invesco BulletShares 2033 Corporate Bond ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's Invesco BulletShares 2033 Corporate Bond ETF position peaked at $484K in Q4 2024.
  • 128 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Corporate Bond ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.