Axxcess Wealth Management
BSCU icon

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

Axxcess 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 		$299K Buy
18,531
+40
+0.2% +$659 0.01% 746
2026
Q2 		$308K Buy
+18,491
New +$309K ﹤0.01% 851

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Fusion Family Wealth
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TLWM Financial
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Brookstone Capital Management
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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

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

Axxcess Wealth Management increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 0.22% in Q3 2026, buying an estimated $659 and bringing the position to 18,531 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #746.

Axxcess Wealth Management first reported a position in BSCU in Q2 2026 and has held it in 2 quarters since. The position peaked at $308K in Q2 2026. 206 funds tracked by Wall St. Rank hold BSCU as of Q3 2026.

  • Axxcess Wealth Management held 18,531 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $299K as of Q3 2026.
  • Axxcess Wealth Management bought 40 Invesco BulletShares 2030 Corporate Bond ETF shares in Q3 2026, an estimated $659.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q3 2026, its #746 holding.
  • Axxcess Wealth Management first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • Axxcess Wealth Management's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $308K in Q2 2026.
  • 206 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.