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Coordinated Financial Services’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Coordinated Financial Services’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 		$1.04M Sell
62,253
-1,818
-3% -$30.7K 0.6% 45
2025
Q4 		$1.08M Buy
64,071
+2,981
+5% +$50.5K 0.62% 47
2025
Q3 		$1.03M Buy
61,090
+3,489
+6% +$58.7K 0.66% 43
2025
Q2 		$967K Buy
57,601
+10,388
+22% +$172K 0.67% 47
2025
Q1 		$783K Buy
47,213
+14,374
+44% +$237K 0.6% 49
2024
Q4 		$538K Buy
+32,839
New +$544K 0.42% 70
2024
Q2 		$412K Buy
25,338
+13,299
+110% +$215K 0.35% 81
2024
Q1 		$197K Buy
+12,039
New +$197K 0.17% 129

Other funds holding BSCU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Coordinated Financial Services's BSCU Position: Q1 2026 in Review

Coordinated Financial Services reduced its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 2.8% in Q1 2026, selling an estimated $30.7K and leaving 62,253 shares worth $1.04M. The position accounts for 0.6% of the portfolio, ranked #45.

Coordinated Financial Services first reported a position in BSCU in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.08M in Q4 2025. 299 funds tracked by Wall St. Rank hold BSCU as of Q1 2026.

  • Coordinated Financial Services held 62,253 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $1.04M as of Q1 2026.
  • Coordinated Financial Services sold 1,818 Invesco BulletShares 2030 Corporate Bond ETF shares in Q1 2026, an estimated $30.7K.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 0.6% of Coordinated Financial Services's portfolio in Q1 2026, its #45 holding.
  • Coordinated Financial Services first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q1 2024 and has held it in 8 quarters since.
  • Coordinated Financial Services's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $1.08M in Q4 2025.
  • 299 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.