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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AMJ Financial Wealth Management's BSCU Position: Q1 2026 in Review

AMJ Financial Wealth Management reduced its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 0.02% in Q1 2026, selling an estimated $1.64K and leaving 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 7 quarters since. The position peaked at $8.28M in Q4 2025. 299 funds tracked by Wall St. Rank hold BSCU as of Q1 2026.

AMJ Financial Wealth Management held 489,231 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $8.18M as of Q1 2026.
AMJ Financial Wealth Management sold 97 Invesco BulletShares 2030 Corporate Bond ETF shares in Q1 2026, an estimated $1.64K.
Invesco BulletShares 2030 Corporate Bond ETF made up 1.93% of AMJ Financial Wealth Management's portfolio in Q1 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 7 quarters since.
AMJ Financial Wealth Management's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $8.28M in Q4 2025.
299 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q1 2026.

Based on AMJ Financial Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.