Carson Wealth (CWM LLC)
BSCU icon

Carson Wealth (CWM LLC)’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Carson Wealth (CWM LLC)’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 		$11.1M Sell
661,157
-97,794
-13% -$1.65M 0.03% 513
2025
Q4 		$12.8M Sell
758,951
-31,939
-4% -$541K 0.03% 432
2025
Q3 		$13.4M Sell
790,890
-16,542
-2% -$279K 0.04% 377
2025
Q2 		$13.5M Buy
807,432
+3,739
+0.5% +$62K 0.05% 322
2025
Q1 		$13.3M Buy
803,693
+22,102
+3% +$364K 0.05% 290
2024
Q4 		$12.8M Buy
781,591
+16,091
+2% +$267K 0.05% 271
2024
Q3 		$13M Buy
765,500
+12,608
+2% +$211K 0.06% 269
2024
Q2 		$12.2M Buy
752,892
+26,989
+4% +$437K 0.06% 267
2024
Q1 		$11.9M Buy
+725,903
New +$11.9M 0.06% 267

Other funds holding BSCU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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 $445B AUM 25.58% 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 $10.6B AUM 24.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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

Carson Wealth (CWM LLC)'s BSCU Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 13% in Q1 2026, selling an estimated $1.65M and leaving 661,157 shares worth $11.1M. The position accounts for 0.03% of the portfolio, ranked #513.

Carson Wealth (CWM LLC) first reported a position in BSCU in Q1 2024 and has held it in 9 quarters since. The position peaked at $13.5M in Q2 2025. 299 funds tracked by Wall St. Rank hold BSCU as of Q1 2026.

  • Carson Wealth (CWM LLC) held 661,157 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $11.1M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 97,794 Invesco BulletShares 2030 Corporate Bond ETF shares in Q1 2026, an estimated $1.65M.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 0.03% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #513 holding.
  • Carson Wealth (CWM LLC) first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • Carson Wealth (CWM LLC)'s Invesco BulletShares 2030 Corporate Bond ETF position peaked at $13.5M in Q2 2025.
  • 299 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.