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Carnegie Investment Counsel’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Carnegie Investment Counsel’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
Q1 		$4.03M Buy
241,190
+63,589
+36% +$1.07M 0.08% 199
2025
Q4 		$3.01M Sell
177,601
-3,584
-2% -$60.7K 0.06% 229
2025
Q3 		$3.06M Buy
181,185
+8,477
+5% +$143K 0.06% 213
2025
Q2 		$2.9M Buy
172,708
+9,948
+6% +$165K 0.06% 212
2025
Q1 		$2.69M Buy
162,760
+9,605
+6% +$158K 0.06% 201
2024
Q4 		$2.51M Buy
153,155
+141,353
+1,198% +$2.34M 0.07% 190
2024
Q3 		$200K Buy
+11,802
New +$197K 0.01% 458

Other funds holding BSCU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return