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

TLWM Financial’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	-77,537	Closed	-$1.66M	–	75
2025 Q3	$1.66M	Hold	77,537	–	–	0.3%	28
2025 Q2	$1.64M	Hold	77,537	–	–	0.31%	28
2025 Q1	$1.62M	Hold	77,537	–	–	0.32%	27
2024 Q4	$1.6M	Buy	77,537 +58,000	+297%	+$1.22M	0.31%	26
2024 Q3	$422K	Buy	+19,537	New	+$415K	0.09%	66

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

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 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

BWM

BCS Wealth Management Johnson City, Tennessee $555M 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

TLWM Financial's BSCX Position: Q4 2025 in Review

TLWM Financial sold out of Invesco BulletShares 2033 Corporate Bond ETF (BSCX) in Q4 2025, closing a stake of 77,537 shares — an estimated $1.66M sold.

TLWM Financial first reported a position in BSCX in Q3 2024 and held it in 5 quarters. The position peaked at $1.66M in Q3 2025. 107 funds tracked by Wall St. Rank hold BSCX as of Q4 2025.

TLWM Financial reported no remaining Invesco BulletShares 2033 Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
TLWM Financial sold 77,537 Invesco BulletShares 2033 Corporate Bond ETF shares in Q4 2025, an estimated $1.66M.
TLWM Financial first reported a position in Invesco BulletShares 2033 Corporate Bond ETF in Q3 2024 and held it in 5 quarters.
TLWM Financial's Invesco BulletShares 2033 Corporate Bond ETF position peaked at $1.66M in Q3 2025.
107 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Corporate Bond ETF as of Q4 2025.

Based on TLWM Financial's 13F filing for Q4 2025, filed 12 Jan 2026.