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Coastline Complete Wealth’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Coastline Complete Wealth’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 		$3.87M Buy
231,668
+37,920
+20% +$640K 2.4% 14
2025
Q4 		$3.28M Buy
+193,748
New +$3.28M 2.06% 16

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

Coastline Complete Wealth's BSCU Position: Q1 2026 in Review

Coastline Complete Wealth increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 20% in Q1 2026, buying an estimated $640K and bringing the position to 231,668 shares worth $3.87M. The position accounts for 2.4% of the portfolio, ranked #14.

Coastline Complete Wealth first reported a position in BSCU in Q4 2025 and has held it in 2 quarters since. 299 funds tracked by Wall St. Rank hold BSCU as of Q1 2026.

  • Coastline Complete Wealth held 231,668 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $3.87M as of Q1 2026.
  • Coastline Complete Wealth bought 37,920 Invesco BulletShares 2030 Corporate Bond ETF shares in Q1 2026, an estimated $640K.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 2.4% of Coastline Complete Wealth's portfolio in Q1 2026, its #14 holding.
  • Coastline Complete Wealth first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 299 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q1 2026.

Based on Coastline Complete Wealth's 13F filing for Q1 2026, filed 22 May 2026.