SFC
BSCX icon

Strategic Financial Concepts’s Invesco BulletShares 2033 Corporate Bond ETF BSCX Stock Holding History

Strategic Financial Concepts’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
Q2 		– Sell
-56,314
Closed -$1.18M – 297
2025
Q1 		$1.18M Buy
56,314
+3,417
+6% +$70.9K 0.22% 100
2024
Q4 		$1.09M Buy
52,897
+30,653
+138% +$644K 0.21% 106
2024
Q3 		$480K Sell
22,244
-320,848
-94% -$6.82M 0.15% 126
2024
Q2 		$359K Buy
343,092
+321,312
+1,475% +$6.61M 0.21% 96
2024
Q1 		$454K Buy
21,780
+4,975
+30% +$104K 0.11% 174
2023
Q4 		$358K Buy
+16,805
New +$337K 0.21% 97

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Strategic Financial Concepts's BSCX Position: Q2 2025 in Review

Strategic Financial Concepts sold out of Invesco BulletShares 2033 Corporate Bond ETF (BSCX) in Q2 2025, closing a stake of 56,314 shares — an estimated $1.18M sold.

Strategic Financial Concepts first reported a position in BSCX in Q4 2023 and held it in 6 quarters. The position peaked at $1.18M in Q1 2025. 83 funds tracked by Wall St. Rank hold BSCX as of Q2 2025.

  • Strategic Financial Concepts reported no remaining Invesco BulletShares 2033 Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Strategic Financial Concepts sold 56,314 Invesco BulletShares 2033 Corporate Bond ETF shares in Q2 2025, an estimated $1.18M.
  • Strategic Financial Concepts first reported a position in Invesco BulletShares 2033 Corporate Bond ETF in Q4 2023 and held it in 6 quarters.
  • Strategic Financial Concepts's Invesco BulletShares 2033 Corporate Bond ETF position peaked at $1.18M in Q1 2025.
  • 83 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Corporate Bond ETF as of Q2 2025.

Based on Strategic Financial Concepts's 13F filing for Q2 2025, filed 5 Aug 2025.