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NorthAvenue LLC’s Invesco BulletShares 2033 Corporate Bond ETF BSCX Stock Holding History

NorthAvenue LLC’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 		$4.62M Buy
219,593
+11,333
+5% +$240K 3.31% 12
2026
Q1 		$4.4M Buy
208,260
+30,185
+17% +$646K 3.5% 12
2025
Q4 		$3.82M Buy
+178,075
New +$3.83M 3.16% 12

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
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 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
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return
BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return

NorthAvenue LLC's BSCX Position: Q2 2026 in Review

NorthAvenue LLC increased its Invesco BulletShares 2033 Corporate Bond ETF (BSCX) stake by 5.4% in Q2 2026, buying an estimated $240K and bringing the position to 219,593 shares worth $4.62M. The position accounts for 3.31% of the portfolio, ranked #12.

NorthAvenue LLC first reported a position in BSCX in Q4 2025 and has held it in 3 quarters since. 26 funds tracked by Wall St. Rank hold BSCX as of Q2 2026.

  • NorthAvenue LLC held 219,593 shares of Invesco BulletShares 2033 Corporate Bond ETF worth $4.62M as of Q2 2026.
  • NorthAvenue LLC bought 11,333 Invesco BulletShares 2033 Corporate Bond ETF shares in Q2 2026, an estimated $240K.
  • Invesco BulletShares 2033 Corporate Bond ETF made up 3.31% of NorthAvenue LLC's portfolio in Q2 2026, its #12 holding.
  • NorthAvenue LLC first reported a position in Invesco BulletShares 2033 Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 26 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Corporate Bond ETF as of Q2 2026.

Based on NorthAvenue LLC's 13F filing for Q2 2026, filed 21 Jul 2026.