Ledgewood Wealth Advisors’s Invesco BulletShares 2033 Corporate Bond ETF BSCX Stock Holding History

Ledgewood Wealth Advisors’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	$4.12M	Buy	195,591 +2,418	+1%	+$51.1K	2.19%	17
2026 Q1	$4.09M	Buy	193,173 +11,903	+7%	+$255K	2.3%	16
2025 Q4	$3.89M	Buy	181,270 +13,652	+8%	+$294K	2.24%	16
2025 Q3	$3.6M	Buy	167,618 +12,103	+8%	+$258K	2.13%	16
2025 Q2	$3.3M	Buy	155,515 +5,765	+4%	+$120K	2.08%	16
2025 Q1	$3.13M	Buy	149,750 +27,755	+23%	+$576K	2.02%	16
2024 Q4	$2.52M	Buy	121,995 +99,730	+448%	+$2.1M	1.62%	17
2024 Q3	$480K	Buy	22,265 +10,030	+82%	+$213K	0.32%	38
2024 Q2	$252K	Buy	+12,235	New	+$252K	0.22%	51

Other funds holding BSCX

CAM

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

BWM

BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

IWC

Infinity Wealth Counsel Loveland, Ohio $124M AUM 13.55% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

BCFS

Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return

IBOK

Independence Bank of Kentucky Owensboro, Kentucky $888M AUM 29.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CHC

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

Ledgewood Wealth Advisors's BSCX Position: Q2 2026 in Review

Ledgewood Wealth Advisors increased its Invesco BulletShares 2033 Corporate Bond ETF (BSCX) stake by 1.3% in Q2 2026, buying an estimated $51.1K and bringing the position to 195,591 shares worth $4.12M. The position accounts for 2.19% of the portfolio, ranked #17.

Ledgewood Wealth Advisors first reported a position in BSCX in Q2 2024 and has held it in 9 quarters since. 19 funds tracked by Wall St. Rank hold BSCX as of Q2 2026.

Ledgewood Wealth Advisors held 195,591 shares of Invesco BulletShares 2033 Corporate Bond ETF worth $4.12M as of Q2 2026.
Ledgewood Wealth Advisors bought 2,418 Invesco BulletShares 2033 Corporate Bond ETF shares in Q2 2026, an estimated $51.1K.
Invesco BulletShares 2033 Corporate Bond ETF made up 2.19% of Ledgewood Wealth Advisors's portfolio in Q2 2026, its #17 holding.
Ledgewood Wealth Advisors first reported a position in Invesco BulletShares 2033 Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
19 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Corporate Bond ETF as of Q2 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.