Aprio Wealth Management
BSCU icon

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

Aprio 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 		$764K Buy
47,305
+198
+0.4% +$3.26K 0.03% 315
2026
Q2 		$784K Buy
47,107
+17,513
+59% +$293K 0.04% 273
2026
Q1 		$495K Buy
29,594
+9,258
+46% +$156K 0.03% 353
2025
Q4 		$344K Buy
+20,336
New +$344K 0.02% 402

Other funds holding BSCU

Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 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

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

Aprio Wealth Management increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 0.42% in Q3 2026, buying an estimated $3.26K and bringing the position to 47,305 shares worth $764K. The position accounts for 0.03% of the portfolio, ranked #315.

Aprio Wealth Management first reported a position in BSCU in Q4 2025 and has held it in 4 quarters since. The position peaked at $784K in Q2 2026. 206 funds tracked by Wall St. Rank hold BSCU as of Q3 2026.

  • Aprio Wealth Management held 47,305 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $764K as of Q3 2026.
  • Aprio Wealth Management bought 198 Invesco BulletShares 2030 Corporate Bond ETF shares in Q3 2026, an estimated $3.26K.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 0.03% of Aprio Wealth Management's portfolio in Q3 2026, its #315 holding.
  • Aprio Wealth Management first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Aprio Wealth Management's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $784K in Q2 2026.
  • 206 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.