Waverly Advisors’s Invesco BulletShares 2033 Corporate Bond ETF BSCX Stock Holding History

Waverly Advisors’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	$393K	Sell	18,689 -172	-0.9%	-$3.64K	﹤0.01%	1281
2026 Q1	$399K	Buy	18,861 +3,261	+21%	+$69.8K	﹤0.01%	1188
2025 Q4	$335K	Buy	15,600 +34	+0.2%	+$731	﹤0.01%	1164
2025 Q3	$334K	Buy	15,566 +34	+0.2%	+$724	﹤0.01%	995
2025 Q2	$329K	Buy	15,532 +592	+4%	+$12.3K	﹤0.01%	934
2025 Q1	$312K	Buy	14,940 +861	+6%	+$17.9K	﹤0.01%	911
2024 Q4	$290K	Buy	14,079 +2,570	+22%	+$54K	﹤0.01%	831
2024 Q3	$248K	Buy	+11,509	New	+$245K	﹤0.01%	726

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

Waverly Advisors's BSCX Position: Q2 2026 in Review

Waverly Advisors reduced its Invesco BulletShares 2033 Corporate Bond ETF (BSCX) stake by 0.91% in Q2 2026, selling an estimated $3.64K and leaving 18,689 shares worth $393K. The position accounts for ﹤0.01% of the portfolio, ranked #1281.

Waverly Advisors first reported a position in BSCX in Q3 2024 and has held it in 8 quarters since. The position peaked at $399K in Q1 2026. 128 funds tracked by Wall St. Rank hold BSCX as of Q2 2026.

Waverly Advisors held 18,689 shares of Invesco BulletShares 2033 Corporate Bond ETF worth $393K as of Q2 2026.
Waverly Advisors sold 172 Invesco BulletShares 2033 Corporate Bond ETF shares in Q2 2026, an estimated $3.64K.
Invesco BulletShares 2033 Corporate Bond ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1281 holding.
Waverly Advisors first reported a position in Invesco BulletShares 2033 Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
Waverly Advisors's Invesco BulletShares 2033 Corporate Bond ETF position peaked at $399K in Q1 2026.
128 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Corporate Bond ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.