KCM
BSCX icon

Kaye Capital Management’s Invesco BulletShares 2033 Corporate Bond ETF BSCX Stock Holding History

Kaye Capital 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
2025
Q2 		$6.34M Buy
298,864
+32,056
+12% +$667K 2.44% 14
2025
Q1 		$5.57M Buy
266,808
+253,639
+1,926% +$5.26M 2.28% 12
2024
Q4 		$272K Buy
+13,169
New +$277K 0.12% 34

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
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
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Kaye Capital Management's BSCX Position: Q2 2025 in Review

Kaye Capital Management increased its Invesco BulletShares 2033 Corporate Bond ETF (BSCX) stake by 12% in Q2 2025, buying an estimated $667K and bringing the position to 298,864 shares worth $6.34M. The position accounts for 2.44% of the portfolio, ranked #14.

Kaye Capital Management first reported a position in BSCX in Q4 2024 and has held it in 3 quarters since. 83 funds tracked by Wall St. Rank hold BSCX as of Q2 2025.

  • Kaye Capital Management held 298,864 shares of Invesco BulletShares 2033 Corporate Bond ETF worth $6.34M as of Q2 2025.
  • Kaye Capital Management bought 32,056 Invesco BulletShares 2033 Corporate Bond ETF shares in Q2 2025, an estimated $667K.
  • Invesco BulletShares 2033 Corporate Bond ETF made up 2.44% of Kaye Capital Management's portfolio in Q2 2025, its #14 holding.
  • Kaye Capital Management first reported a position in Invesco BulletShares 2033 Corporate Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • 83 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Corporate Bond ETF as of Q2 2025.

Based on Kaye Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.