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 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

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

Foronjy Financial Santa Barbara, California $272M AUM 15.08% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

KMC

Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

Central Valley Advisors's BSCU Position: Q2 2026 in Review

Central Valley Advisors increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 0.48% in Q2 2026, buying an estimated $51.5K and bringing the position to 640,350 shares worth $10.7M. The position accounts for 2.73% of the portfolio, ranked #11.

Central Valley Advisors first reported a position in BSCU in Q3 2025 and has held it in 4 quarters since. 159 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

Central Valley Advisors held 640,350 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $10.7M as of Q2 2026.
Central Valley Advisors bought 3,081 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $51.5K.
Invesco BulletShares 2030 Corporate Bond ETF made up 2.73% of Central Valley Advisors's portfolio in Q2 2026, its #11 holding.
Central Valley Advisors first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
159 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on Central Valley Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.