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

Avior 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	$2.78M	Buy	166,829 +2,014	+1%	+$33.6K	0.07%	214
2026 Q1	$2.76M	Buy	164,815 +6,781	+4%	+$114K	0.08%	201
2025 Q4	$2.67M	Buy	158,034 +34,619	+28%	+$586K	0.08%	167
2025 Q3	$2.09M	Buy	123,415 +53,437	+76%	+$900K	0.07%	190
2025 Q2	$1.17M	Buy	69,978 +39,307	+128%	+$652K	0.04%	265
2025 Q1	$509K	Buy	30,671 +25,171	+458%	+$414K	0.02%	398
2024 Q4	$90K	Buy	+5,500	New	+$91.1K	﹤0.01%	933

Other funds holding BSCU

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

Waycross Investment Management Bellingham, Washington $131M AUM 16.58% 1-Year Est. Return

Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return

Infinity Wealth Counsel Loveland, Ohio $124M AUM 13.55% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return