Sawgrass Asset Management’s Invesco BulletShares 2033 Corporate Bond ETF BSCX Stock Holding History

Sawgrass 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
2026 Q2	$1.53M	Sell	72,502 -2,150	-3%	-$45.5K	0.2%	71
2026 Q1	$1.58M	Sell	74,652 -650	-0.9%	-$13.9K	0.24%	74
2025 Q4	$1.62M	Buy	75,302 +19,665	+35%	+$423K	0.2%	78
2025 Q3	$1.19M	Buy	55,637 +7,564	+16%	+$161K	0.15%	94
2025 Q2	$1.02M	Sell	48,073 -5,404	-10%	-$112K	0.12%	98
2025 Q1	$1.12M	Sell	53,477 -5,960	-10%	-$124K	0.14%	93
2024 Q4	$1.23M	Buy	59,437 +15,371	+35%	+$323K	0.13%	87
2024 Q3	$951K	Buy	44,066 +18,155	+70%	+$386K	0.1%	107
2024 Q2	$534K	Buy	25,911 +2,145	+9%	+$44.1K	0.06%	123
2024 Q1	$496K	Buy	23,766 +8,326	+54%	+$174K	0.05%	133
2023 Q4	$329K	Buy	+15,440	New	+$309K	0.04%	162

Other funds holding BSCX

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Sawgrass Asset Management's BSCX Position: Q2 2026 in Review

Sawgrass Asset Management reduced its Invesco BulletShares 2033 Corporate Bond ETF (BSCX) stake by 2.9% in Q2 2026, selling an estimated $45.5K and leaving 72,502 shares worth $1.53M. The position accounts for 0.2% of the portfolio, ranked #71.

Sawgrass Asset Management first reported a position in BSCX in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.62M in Q4 2025. 128 funds tracked by Wall St. Rank hold BSCX as of Q2 2026.

Sawgrass Asset Management held 72,502 shares of Invesco BulletShares 2033 Corporate Bond ETF worth $1.53M as of Q2 2026.
Sawgrass Asset Management sold 2,150 Invesco BulletShares 2033 Corporate Bond ETF shares in Q2 2026, an estimated $45.5K.
Invesco BulletShares 2033 Corporate Bond ETF made up 0.2% of Sawgrass Asset Management's portfolio in Q2 2026, its #71 holding.
Sawgrass Asset Management first reported a position in Invesco BulletShares 2033 Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Sawgrass Asset Management's Invesco BulletShares 2033 Corporate Bond ETF position peaked at $1.62M in Q4 2025.
128 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Corporate Bond ETF as of Q2 2026.

Based on Sawgrass Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.