Accurate Wealth Management
BSCU icon

Accurate Wealth Management’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Accurate Wealth Management’s Portfolio BSCU Stock Details BSCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$787K Buy
48,520
+2,961
+6% +$48.8K 0.07% 275
2026
Q2 		$756K Buy
45,559
+3,744
+9% +$62.5K 0.07% 263
2026
Q1 		$701K Buy
41,815
+6,997
+20% +$118K 0.08% 250
2025
Q4 		$589K Buy
34,818
+20,078
+136% +$340K 0.07% 271
2025
Q3 		$250K Buy
14,740
+32
+0.2% +$539 0.03% 432
2025
Q2 		$246K Buy
+14,708
New +$244K 0.04% 394

Other funds holding BSCU

Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Fusion Family Wealth
Fusion Family Wealth Woodbury, New York $1.51B AUM 14.66% 1-Year Est. Return
TLWM Financial
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
MONECO Advisors
MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Foronjy Financial
Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return
Capital Investment Counsel (Colorado)
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

Accurate Wealth Management's BSCU Position: Q3 2026 in Review

Accurate Wealth Management increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 6.5% in Q3 2026, buying an estimated $48.8K and bringing the position to 48,520 shares worth $787K. The position accounts for 0.07% of the portfolio, ranked #275.

Accurate Wealth Management first reported a position in BSCU in Q2 2025 and has held it in 6 quarters since. 179 funds tracked by Wall St. Rank hold BSCU as of Q3 2026.

  • Accurate Wealth Management held 48,520 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $787K as of Q3 2026.
  • Accurate Wealth Management bought 2,961 Invesco BulletShares 2030 Corporate Bond ETF shares in Q3 2026, an estimated $48.8K.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 0.07% of Accurate Wealth Management's portfolio in Q3 2026, its #275 holding.
  • Accurate Wealth Management first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q2 2025 and has held it in 6 quarters since.
  • 179 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.