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Cassaday & Co Wealth Management’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Cassaday & Co 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
Q1 		– Sell
-12,133
Closed -$205K – 1362
2025
Q4 		$205K Buy
+12,133
New +$205K ﹤0.01% 345

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 $369B AUM 28.27% 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 $1.26T AUM 61.52% 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 $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cassaday & Co Wealth Management's BSCU Position: Q1 2026 in Review

Cassaday & Co Wealth Management sold out of Invesco BulletShares 2030 Corporate Bond ETF (BSCU) in Q1 2026, closing a stake of 12,133 shares — an estimated $205K sold.

Cassaday & Co Wealth Management first reported a position in BSCU in Q4 2025 and held it in 1 quarter. The position peaked at $205K in Q4 2025. 299 funds tracked by Wall St. Rank hold BSCU as of Q1 2026.

  • Cassaday & Co Wealth Management reported no remaining Invesco BulletShares 2030 Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Cassaday & Co Wealth Management sold 12,133 Invesco BulletShares 2030 Corporate Bond ETF shares in Q1 2026, an estimated $205K.
  • Cassaday & Co Wealth Management first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2025 and held it in 1 quarter.
  • Cassaday & Co Wealth Management's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $205K in Q4 2025.
  • 299 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.