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BSCX icon

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

Larson 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
2025
Q3 		– Sell
-20
Closed -$424 – 3465
2025
Q2 		$424 Buy
+20
New +$416 ﹤0.01% 2904
2024
Q4 		– Sell
-986
Closed -$21.3K – 2786
2024
Q3 		$21.3K Hold
986
– – ﹤0.01% 1185
2024
Q2 		$20.3K Buy
+986
New +$20.3K ﹤0.01% 1046

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
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 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
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

Larson Financial Group's BSCX Position: Q3 2025 in Review

Larson Financial Group sold out of Invesco BulletShares 2033 Corporate Bond ETF (BSCX) in Q3 2025, closing a stake of 20 shares — an estimated $424 sold.

Larson Financial Group first reported a position in BSCX in Q2 2024 and held it in 3 quarters. The position peaked at $21.3K in Q3 2024. 94 funds tracked by Wall St. Rank hold BSCX as of Q3 2025.

  • Larson Financial Group reported no remaining Invesco BulletShares 2033 Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Larson Financial Group sold 20 Invesco BulletShares 2033 Corporate Bond ETF shares in Q3 2025, an estimated $424.
  • Larson Financial Group first reported a position in Invesco BulletShares 2033 Corporate Bond ETF in Q2 2024 and held it in 3 quarters.
  • Larson Financial Group's Invesco BulletShares 2033 Corporate Bond ETF position peaked at $21.3K in Q3 2024.
  • 94 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Corporate Bond ETF as of Q3 2025.

Based on Larson Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.