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

BCS 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 		$5.2M Buy
312,665
+33,333
+12% +$557K 0.94% 27
2026
Q1 		$4.67M Sell
279,332
-275,570
-50% -$4.65M 0.95% 31
2025
Q4 		$9.39M Buy
554,902
+295,030
+114% +$4.99M 0.95% 27
2025
Q3 		$4.39M Sell
259,872
-10,913
-4% -$184K 0.99% 28
2025
Q2 		$4.54M Buy
270,785
+24,017
+10% +$398K 0.98% 29
2025
Q1 		$4.09M Sell
246,768
-5,033
-2% -$82.8K 1.05% 26
2024
Q4 		$4.12M Buy
251,801
+62,113
+33% +$1.03M 1.03% 27
2024
Q3 		$3.21M Buy
189,688
+62,898
+50% +$1.05M 1.37% 21
2024
Q2 		$2.06M Buy
126,790
+64,455
+103% +$1.04M 1% 26
2024
Q1 		$1.02M Buy
62,335
+15,375
+33% +$252K 0.33% 74
2023
Q4 		$781K Buy
+46,960
New +$745K 0.29% 83

Other funds holding BSCU

HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
WIM
Waycross Investment Management Bellingham, Washington $131M AUM 16.58% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return
WB
Webster Bank Waterbury, Connecticut $1.15B AUM 23.08% 1-Year Est. Return
IWC
Infinity Wealth Counsel Loveland, Ohio $124M AUM 13.55% 1-Year Est. Return

BCS Wealth Management's BSCU Position: Q2 2026 in Review

BCS Wealth Management increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 12% in Q2 2026, buying an estimated $557K and bringing the position to 312,665 shares worth $5.2M. The position accounts for 0.94% of the portfolio, ranked #27.

BCS Wealth Management first reported a position in BSCU in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.39M in Q4 2025. 72 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

  • BCS Wealth Management held 312,665 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $5.2M as of Q2 2026.
  • BCS Wealth Management bought 33,333 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $557K.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 0.94% of BCS Wealth Management's portfolio in Q2 2026, its #27 holding.
  • BCS Wealth Management first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • BCS Wealth Management's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $9.39M in Q4 2025.
  • 72 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.