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O'Shaughnessy Asset Management’s Invesco BulletShares 2033 Corporate Bond ETF BSCX Stock Holding History

O'Shaughnessy Asset 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
2025
Q4 		– Sell
-5
Closed -$107 – 2650
2025
Q3 		$107 Buy
+5
New +$106 ﹤0.01% 2516

Other funds holding BSCX

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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

O'Shaughnessy Asset Management's BSCX Position: Q4 2025 in Review

O'Shaughnessy Asset Management sold out of Invesco BulletShares 2033 Corporate Bond ETF (BSCX) in Q4 2025, closing a stake of 5 shares — an estimated $107 sold.

O'Shaughnessy Asset Management first reported a position in BSCX in Q3 2025 and held it in 1 quarter. The position peaked at $107 in Q3 2025. 107 funds tracked by Wall St. Rank hold BSCX as of Q4 2025.

  • O'Shaughnessy Asset Management reported no remaining Invesco BulletShares 2033 Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 5 Invesco BulletShares 2033 Corporate Bond ETF shares in Q4 2025, an estimated $107.
  • O'Shaughnessy Asset Management first reported a position in Invesco BulletShares 2033 Corporate Bond ETF in Q3 2025 and held it in 1 quarter.
  • O'Shaughnessy Asset Management's Invesco BulletShares 2033 Corporate Bond ETF position peaked at $107 in Q3 2025.
  • 107 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Corporate Bond ETF as of Q4 2025.

Based on O'Shaughnessy Asset Management's 13F filing for Q4 2025, filed 11 Feb 2026.