ACP
BSCU icon

Aveo Capital Partners’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Aveo Capital Partners’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
Q1 		– Sell
-18,466
Closed -$302K – 198
2024
Q4 		$302K Buy
18,466
+187
+1% +$3.1K 0.03% 285
2024
Q3 		$310K Buy
+18,279
New +$306K 0.03% 274

Other funds holding BSCU

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Aveo Capital Partners's BSCU Position: Q1 2025 in Review

Aveo Capital Partners sold out of Invesco BulletShares 2030 Corporate Bond ETF (BSCU) in Q1 2025, closing a stake of 18,466 shares — an estimated $302K sold.

Aveo Capital Partners first reported a position in BSCU in Q3 2024 and held it in 2 quarters. The position peaked at $310K in Q3 2024. 203 funds tracked by Wall St. Rank hold BSCU as of Q1 2025.

  • Aveo Capital Partners reported no remaining Invesco BulletShares 2030 Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 18,466 Invesco BulletShares 2030 Corporate Bond ETF shares in Q1 2025, an estimated $302K.
  • Aveo Capital Partners first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q3 2024 and held it in 2 quarters.
  • Aveo Capital Partners's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $310K in Q3 2024.
  • 203 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.