Sterling Financial Group’s Invesco BulletShares 2033 Corporate Bond ETF BSCX Stock Holding History

Sterling Financial Group’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 Q3	$507K	Sell	23,635 -9,753	-29%	-$208K	0.16%	47
2025 Q2	$708K	Hold	33,388	–	–	0.24%	38
2025 Q1	$697K	Sell	33,388 -670	-2%	-$13.9K	0.25%	37
2024 Q4	$702K	Hold	34,058	–	–	0.26%	37
2024 Q3	$735K	Sell	34,058 -530	-2%	-$11.3K	0.31%	31
2024 Q2	$713K	Sell	34,588 -2,014	-6%	-$41.4K	0.32%	33
2024 Q1	$763K	Buy	36,602 +23,452	+178%	+$490K	0.36%	31
2023 Q4	$280K	Buy	+13,150	New	+$264K	0.17%	55

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

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

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 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

MFWM

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

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

Sterling Financial Group's BSCX Position: Q3 2025 in Review

Sterling Financial Group reduced its Invesco BulletShares 2033 Corporate Bond ETF (BSCX) stake by 29% in Q3 2025, selling an estimated $208K and leaving 23,635 shares worth $507K. The position accounts for 0.16% of the portfolio, ranked #47.

Sterling Financial Group first reported a position in BSCX in Q4 2023 and has held it in 8 quarters since. The position peaked at $763K in Q1 2024. 94 funds tracked by Wall St. Rank hold BSCX as of Q3 2025.

Sterling Financial Group held 23,635 shares of Invesco BulletShares 2033 Corporate Bond ETF worth $507K as of Q3 2025.
Sterling Financial Group sold 9,753 Invesco BulletShares 2033 Corporate Bond ETF shares in Q3 2025, an estimated $208K.
Invesco BulletShares 2033 Corporate Bond ETF made up 0.16% of Sterling Financial Group's portfolio in Q3 2025, its #47 holding.
Sterling Financial Group first reported a position in Invesco BulletShares 2033 Corporate Bond ETF in Q4 2023 and has held it in 8 quarters since.
Sterling Financial Group's Invesco BulletShares 2033 Corporate Bond ETF position peaked at $763K in Q1 2024.
94 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Corporate Bond ETF as of Q3 2025.

Based on Sterling Financial Group's 13F filing for Q3 2025, filed 17 Nov 2025.