Astoria Portfolio Advisors’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Astoria Portfolio Advisors’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
2025 Q4	–	Sell	-36,962	Closed	-$625K	–	298
2025 Q3	$625K	Buy	36,962 +3,829	+12%	+$64.5K	0.16%	114
2025 Q2	$553K	Buy	33,133 +8,078	+32%	+$134K	0.16%	122
2025 Q1	$412K	Buy	25,055 +23	+0.1%	+$379	0.14%	132
2024 Q4	$406K	Buy	25,032 +1,579	+7%	+$26.2K	0.14%	126
2024 Q3	$393K	Sell	23,453 -234	-1%	-$3.91K	0.13%	119
2024 Q2	$385K	Buy	23,687 +6,842	+41%	+$111K	0.14%	108
2024 Q1	$270K	Sell	16,845 -876	-5%	-$14.4K	0.1%	139
2023 Q4	$292K	Buy	+17,721	New	+$281K	0.12%	126

Other funds holding BSCU

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 Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Astoria Portfolio Advisors's BSCU Position: Q4 2025 in Review

Astoria Portfolio Advisors sold out of Invesco BulletShares 2030 Corporate Bond ETF (BSCU) in Q4 2025, closing a stake of 36,962 shares — an estimated $625K sold.

Astoria Portfolio Advisors first reported a position in BSCU in Q4 2023 and held it in 8 quarters. The position peaked at $625K in Q3 2025. 274 funds tracked by Wall St. Rank hold BSCU as of Q4 2025.

Astoria Portfolio Advisors reported no remaining Invesco BulletShares 2030 Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Astoria Portfolio Advisors sold 36,962 Invesco BulletShares 2030 Corporate Bond ETF shares in Q4 2025, an estimated $625K.
Astoria Portfolio Advisors first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2023 and held it in 8 quarters.
Astoria Portfolio Advisors's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $625K in Q3 2025.
274 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q4 2025.

Based on Astoria Portfolio Advisors's 13F filing for Q4 2025, filed 24 Feb 2026.