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
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 $12.7B AUM 17.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

Independent Advisor Alliance's BSCX Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Invesco BulletShares 2033 Corporate Bond ETF (BSCX) in Q1 2026: 22,145 shares worth $468K. The stake represents 0.01% of the portfolio and ranks #1139 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in BSCX as recently as Q4 2024.

Independent Advisor Alliance first reported a position in BSCX in Q4 2024 and has held it in 2 quarters since. The position peaked at $484K in Q4 2024. 118 funds tracked by Wall St. Rank hold BSCX as of Q1 2026.

  • Independent Advisor Alliance held 22,145 shares of Invesco BulletShares 2033 Corporate Bond ETF worth $468K as of Q1 2026.
  • Invesco BulletShares 2033 Corporate Bond ETF was a new Independent Advisor Alliance position in Q1 2026.
  • Invesco BulletShares 2033 Corporate Bond ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1139 holding.
  • Independent Advisor Alliance first reported a position in Invesco BulletShares 2033 Corporate Bond ETF in Q4 2024 and has held it in 2 quarters since.
  • Independent Advisor Alliance's Invesco BulletShares 2033 Corporate Bond ETF position peaked at $484K in Q4 2024.
  • 118 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Corporate Bond ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.