CFGS
BSCU icon

Concourse Financial Group Securities’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-1,945
Closed -$31.9K – 266
2024
Q4 		$31.9K Hold
1,945
– – ﹤0.01% 1383
2024
Q3 		$33K Sell
1,945
-21
-1% -$351 ﹤0.01% 1339
2024
Q2 		$32K Buy
1,966
+285
+17% +$4.62K ﹤0.01% 1363
2024
Q1 		$27.6K Buy
+1,681
New +$27.6K ﹤0.01% 1412

Other funds holding BSCU

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Concourse Financial Group Securities's BSCU Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Invesco BulletShares 2030 Corporate Bond ETF (BSCU) in Q1 2025, closing a stake of 1,945 shares — an estimated $31.9K sold.

Concourse Financial Group Securities first reported a position in BSCU in Q1 2024 and held it in 4 quarters. The position peaked at $33K in Q3 2024. 203 funds tracked by Wall St. Rank hold BSCU as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Invesco BulletShares 2030 Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 1,945 Invesco BulletShares 2030 Corporate Bond ETF shares in Q1 2025, an estimated $31.9K.
  • Concourse Financial Group Securities first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q1 2024 and held it in 4 quarters.
  • Concourse Financial Group Securities's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $33K in Q3 2024.
  • 203 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.