LPL Financial
BSCX icon

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

LPL Financial’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 		$44.4M Buy
2,110,150
+106,136
+5% +$2.24M 0.01% 1071
2026
Q1 		$42.4M Buy
2,004,014
+170,699
+9% +$3.66M 0.01% 999
2025
Q4 		$39.3M Buy
1,833,315
+206,291
+13% +$4.44M 0.01% 995
2025
Q3 		$34.9M Buy
1,627,024
+287,280
+21% +$6.12M 0.01% 1018
2025
Q2 		$28.4M Buy
1,339,744
+76,950
+6% +$1.6M 0.01% 1047
2025
Q1 		$26.4M Buy
1,262,794
+217,669
+21% +$4.51M 0.01% 990
2024
Q4 		$21.6M Buy
1,045,125
+101,017
+11% +$2.12M 0.01% 1044
2024
Q3 		$20.4M Buy
944,108
+268,136
+40% +$5.7M 0.01% 1038
2024
Q2 		$13.9M Buy
675,972
+139,769
+26% +$2.87M 0.01% 1159
2024
Q1 		$11.2M Buy
536,203
+364,871
+213% +$7.62M 0.01% 1260
2023
Q4 		$3.65M Buy
+171,332
New +$3.43M ﹤0.01% 1910

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
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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

LPL Financial's BSCX Position: Q2 2026 in Review

LPL Financial increased its Invesco BulletShares 2033 Corporate Bond ETF (BSCX) stake by 5.3% in Q2 2026, buying an estimated $2.24M and bringing the position to 2,110,150 shares worth $44.4M. The position accounts for 0.01% of the portfolio, ranked #1071.

LPL Financial first reported a position in BSCX in Q4 2023 and has held it in 11 quarters since. 128 funds tracked by Wall St. Rank hold BSCX as of Q2 2026.

  • LPL Financial held 2,110,150 shares of Invesco BulletShares 2033 Corporate Bond ETF worth $44.4M as of Q2 2026.
  • LPL Financial bought 106,136 Invesco BulletShares 2033 Corporate Bond ETF shares in Q2 2026, an estimated $2.24M.
  • Invesco BulletShares 2033 Corporate Bond ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1071 holding.
  • LPL Financial first reported a position in Invesco BulletShares 2033 Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 128 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Corporate Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.