Novare Capital Management’s Invesco BulletShares 2033 Corporate Bond ETF BSCX Stock Holding History

Novare Capital 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 Q1	$2.3M	Buy	108,589 +4,117	+4%	+$88.2K	0.18%	84
2025 Q4	$2.24M	Buy	104,472 +2,410	+2%	+$51.8K	0.17%	82
2025 Q3	$2.19M	Buy	102,062 +24,470	+32%	+$521K	0.17%	85
2025 Q2	$1.64M	Buy	77,592 +12,670	+20%	+$264K	0.13%	99
2025 Q1	$1.36M	Buy	64,922 +20,546	+46%	+$426K	0.12%	107
2024 Q4	$915K	Buy	44,376 +27,801	+168%	+$584K	0.08%	116
2024 Q3	$358K	Buy	+16,575	New	+$352K	0.03%	146

Other funds holding BSCX

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

Novare Capital Management's BSCX Position: Q1 2026 in Review

Novare Capital Management increased its Invesco BulletShares 2033 Corporate Bond ETF (BSCX) stake by 3.9% in Q1 2026, buying an estimated $88.2K and bringing the position to 108,589 shares worth $2.3M. The position accounts for 0.18% of the portfolio, ranked #84.

Novare Capital Management first reported a position in BSCX in Q3 2024 and has held it in 7 quarters since. 118 funds tracked by Wall St. Rank hold BSCX as of Q1 2026.

Novare Capital Management held 108,589 shares of Invesco BulletShares 2033 Corporate Bond ETF worth $2.3M as of Q1 2026.
Novare Capital Management bought 4,117 Invesco BulletShares 2033 Corporate Bond ETF shares in Q1 2026, an estimated $88.2K.
Invesco BulletShares 2033 Corporate Bond ETF made up 0.18% of Novare Capital Management's portfolio in Q1 2026, its #84 holding.
Novare Capital Management first reported a position in Invesco BulletShares 2033 Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
118 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Corporate Bond ETF as of Q1 2026.

Based on Novare Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.