IFG
BSCX icon

Independent Financial Group’s Invesco BulletShares 2033 Corporate Bond ETF BSCX Stock Holding History

Independent Financial Group’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 		$3.27M Sell
155,542
-49,981
-24% -$1.06M 0.06% 326
2026
Q1 		$4.35M Sell
205,523
-79,368
-28% -$1.7M 0.1% 202
2025
Q4 		$6.11M Buy
+284,891
New +$6.13M 0.14% 140

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 Financial Group's BSCX Position: Q2 2026 in Review

Independent Financial Group reduced its Invesco BulletShares 2033 Corporate Bond ETF (BSCX) stake by 24% in Q2 2026, selling an estimated $1.06M and leaving 155,542 shares worth $3.27M. The position accounts for 0.06% of the portfolio, ranked #326.

Independent Financial Group first reported a position in BSCX in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.11M in Q4 2025. 128 funds tracked by Wall St. Rank hold BSCX as of Q2 2026.

  • Independent Financial Group held 155,542 shares of Invesco BulletShares 2033 Corporate Bond ETF worth $3.27M as of Q2 2026.
  • Independent Financial Group sold 49,981 Invesco BulletShares 2033 Corporate Bond ETF shares in Q2 2026, an estimated $1.06M.
  • Invesco BulletShares 2033 Corporate Bond ETF made up 0.06% of Independent Financial Group's portfolio in Q2 2026, its #326 holding.
  • Independent Financial Group first reported a position in Invesco BulletShares 2033 Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Independent Financial Group's Invesco BulletShares 2033 Corporate Bond ETF position peaked at $6.11M in Q4 2025.
  • 128 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Corporate Bond ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.