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BSCX icon

NorthCrest Asset Manangement’s Invesco BulletShares 2033 Corporate Bond ETF BSCX Stock Holding History

NorthCrest Asset Manangement’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 		$4.55M Buy
216,837
+5,114
+2% +$108K 0.12% 147
2026
Q1 		$4.49M Sell
211,723
-30,967
-13% -$663K 0.14% 136
2025
Q4 		$5.22M Sell
242,690
-4,235
-2% -$91.1K 0.12% 142
2025
Q3 		$5.31M Buy
+246,925
New +$5.26M 0.13% 141

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
NL
NorthAvenue LLC Columbus, Ohio $140M AUM
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

NorthCrest Asset Manangement's BSCX Position: Q2 2026 in Review

NorthCrest Asset Manangement increased its Invesco BulletShares 2033 Corporate Bond ETF (BSCX) stake by 2.4% in Q2 2026, buying an estimated $108K and bringing the position to 216,837 shares worth $4.55M. The position accounts for 0.12% of the portfolio, ranked #147.

NorthCrest Asset Manangement first reported a position in BSCX in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.31M in Q3 2025. 26 funds tracked by Wall St. Rank hold BSCX as of Q2 2026.

  • NorthCrest Asset Manangement held 216,837 shares of Invesco BulletShares 2033 Corporate Bond ETF worth $4.55M as of Q2 2026.
  • NorthCrest Asset Manangement bought 5,114 Invesco BulletShares 2033 Corporate Bond ETF shares in Q2 2026, an estimated $108K.
  • Invesco BulletShares 2033 Corporate Bond ETF made up 0.12% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #147 holding.
  • NorthCrest Asset Manangement first reported a position in Invesco BulletShares 2033 Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • NorthCrest Asset Manangement's Invesco BulletShares 2033 Corporate Bond ETF position peaked at $5.31M in Q3 2025.
  • 26 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Corporate Bond ETF as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.