Central Valley Advisors’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Central Valley Advisors’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	$10.7M	Buy	664,392 +24,042	+4%	+$396K	2.88%	12
2026 Q2	$10.7M	Buy	640,350 +3,081	+0.5%	+$51.5K	2.73%	11
2026 Q1	$10.7M	Buy	637,269 +84,244	+15%	+$1.42M	2.91%	10
2025 Q4	$9.36M	Buy	553,025 +30,614	+6%	+$518K	2.8%	10
2025 Q3	$8.83M	Buy	+522,411	New	+$8.8M	2.73%	11

Other funds holding BSCU

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return

Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return

Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return

Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return

Cornerstone Planning Charlotte, North Carolina $487M AUM 16.17% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Central Valley Advisors's BSCU Position: Q3 2026 in Review

Central Valley Advisors increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 3.8% in Q3 2026, buying an estimated $396K and bringing the position to 664,392 shares worth $10.7M. The position accounts for 2.88% of the portfolio, ranked #12.

Central Valley Advisors first reported a position in BSCU in Q3 2025 and has held it in 5 quarters since. 148 funds tracked by Wall St. Rank hold BSCU as of Q3 2026.

Central Valley Advisors held 664,392 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $10.7M as of Q3 2026.
Central Valley Advisors bought 24,042 Invesco BulletShares 2030 Corporate Bond ETF shares in Q3 2026, an estimated $396K.
Invesco BulletShares 2030 Corporate Bond ETF made up 2.88% of Central Valley Advisors's portfolio in Q3 2026, its #12 holding.
Central Valley Advisors first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q3 2025 and has held it in 5 quarters since.
148 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q3 2026.

Based on Central Valley Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.