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

AMJ Financial 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
Q2 		$8.18M Hold
489,231
– – 1.93% 23
2026
Q1 		$8.18M Sell
489,231
-97
-0% -$1.64K 1.93% 23
2025
Q4 		$8.28M Buy
489,328
+8,189
+2% +$139K 1.96% 26
2025
Q3 		$8.13M Buy
481,139
+11,867
+3% +$200K 1.94% 25
2025
Q2 		$7.87M Buy
469,272
+4,370
+0.9% +$72.5K 1.96% 26
2025
Q1 		$7.71M Buy
464,902
+46,865
+11% +$771K 2.28% 20
2024
Q4 		$6.84M Buy
418,037
+5,998
+1% +$99.4K 1.89% 27
2024
Q3 		$6.98M Buy
+412,039
New +$6.89M 2% 25

Other funds holding BSCU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

AMJ Financial Wealth Management's BSCU Position: Q2 2026 in Review

AMJ Financial Wealth Management held its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) position steady in Q2 2026 at 489,231 shares worth $8.18M. The position accounts for 1.93% of the portfolio, ranked #23.

AMJ Financial Wealth Management first reported a position in BSCU in Q3 2024 and has held it in 8 quarters since. The position peaked at $8.28M in Q4 2025. 309 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

  • AMJ Financial Wealth Management held 489,231 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $8.18M as of Q2 2026.
  • AMJ Financial Wealth Management left its Invesco BulletShares 2030 Corporate Bond ETF share count unchanged in Q2 2026.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 1.93% of AMJ Financial Wealth Management's portfolio in Q2 2026, its #23 holding.
  • AMJ Financial Wealth Management first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • AMJ Financial Wealth Management's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $8.28M in Q4 2025.
  • 309 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on AMJ Financial Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.