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ORG Partners’s Invesco BulletShares 2033 Corporate Bond ETF BSCX Stock Holding History

ORG Partners’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
2025
Q4 		$235K Buy
10,942
+475
+5% +$10.2K 0.04% 305
2025
Q3 		$225K Buy
+10,467
New +$223K 0.04% 324

Other funds holding BSCX

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

ORG Partners's BSCX Position: Q4 2025 in Review

ORG Partners increased its Invesco BulletShares 2033 Corporate Bond ETF (BSCX) stake by 4.5% in Q4 2025, buying an estimated $10.2K and bringing the position to 10,942 shares worth $235K. The position accounts for 0.04% of the portfolio, ranked #305.

ORG Partners first reported a position in BSCX in Q3 2025 and has held it in 2 quarters since. 107 funds tracked by Wall St. Rank hold BSCX as of Q4 2025.

  • ORG Partners held 10,942 shares of Invesco BulletShares 2033 Corporate Bond ETF worth $235K as of Q4 2025.
  • ORG Partners bought 475 Invesco BulletShares 2033 Corporate Bond ETF shares in Q4 2025, an estimated $10.2K.
  • Invesco BulletShares 2033 Corporate Bond ETF made up 0.04% of ORG Partners's portfolio in Q4 2025, its #305 holding.
  • ORG Partners first reported a position in Invesco BulletShares 2033 Corporate Bond ETF in Q3 2025 and has held it in 2 quarters since.
  • 107 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Corporate Bond ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.