WI
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Wintrust Investments’s Invesco BulletShares 2033 Corporate Bond ETF BSCX Stock Holding History

Wintrust Investments’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
2024
Q4 		$26K Sell
1,270
-635
-33% -$13.3K 0.02% 347
2024
Q3 		$41K Buy
+1,905
New +$40.5K 0.03% 348

Other funds holding BSCX

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
BHWA
Beacon Harbor Wealth Advisors Virginia Beach, Virginia $513M AUM 48.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

Wintrust Investments's BSCX Position: Q4 2024 in Review

Wintrust Investments reduced its Invesco BulletShares 2033 Corporate Bond ETF (BSCX) stake by 33% in Q4 2024, selling an estimated $13.3K and leaving 1,270 shares worth $26K. The position accounts for 0.02% of the portfolio, ranked #347.

Wintrust Investments first reported a position in BSCX in Q3 2024 and has held it in 2 quarters since. The position peaked at $41K in Q3 2024. 76 funds tracked by Wall St. Rank hold BSCX as of Q4 2024.

  • Wintrust Investments held 1,270 shares of Invesco BulletShares 2033 Corporate Bond ETF worth $26K as of Q4 2024.
  • Wintrust Investments sold 635 Invesco BulletShares 2033 Corporate Bond ETF shares in Q4 2024, an estimated $13.3K.
  • Invesco BulletShares 2033 Corporate Bond ETF made up 0.02% of Wintrust Investments's portfolio in Q4 2024, its #347 holding.
  • Wintrust Investments first reported a position in Invesco BulletShares 2033 Corporate Bond ETF in Q3 2024 and has held it in 2 quarters since.
  • Wintrust Investments's Invesco BulletShares 2033 Corporate Bond ETF position peaked at $41K in Q3 2024.
  • 76 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Corporate Bond ETF as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.