Modern Wealth Management’s Invesco BulletShares 2033 Corporate Bond ETF BSCX Stock Holding History

Modern Wealth 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
2026 Q2	$7.93M	Buy	376,705 +39,567	+12%	+$836K	0.09%	207
2026 Q1	$7.14M	Buy	337,138 +4,575	+1%	+$98K	0.12%	167
2025 Q4	$7.14M	Buy	332,563 +25,742	+8%	+$554K	0.13%	161
2025 Q3	$6.59M	Buy	306,821 +7,957	+3%	+$169K	0.13%	162
2025 Q2	$6.34M	Buy	+298,864	New	+$6.22M	0.16%	139

Other funds holding BSCX

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Modern Wealth Management's BSCX Position: Q2 2026 in Review

Modern Wealth Management increased its Invesco BulletShares 2033 Corporate Bond ETF (BSCX) stake by 12% in Q2 2026, buying an estimated $836K and bringing the position to 376,705 shares worth $7.93M. The position accounts for 0.09% of the portfolio, ranked #207.

Modern Wealth Management first reported a position in BSCX in Q2 2025 and has held it in 5 quarters since. 128 funds tracked by Wall St. Rank hold BSCX as of Q2 2026.

Modern Wealth Management held 376,705 shares of Invesco BulletShares 2033 Corporate Bond ETF worth $7.93M as of Q2 2026.
Modern Wealth Management bought 39,567 Invesco BulletShares 2033 Corporate Bond ETF shares in Q2 2026, an estimated $836K.
Invesco BulletShares 2033 Corporate Bond ETF made up 0.09% of Modern Wealth Management's portfolio in Q2 2026, its #207 holding.
Modern Wealth Management first reported a position in Invesco BulletShares 2033 Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
128 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Corporate Bond ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.