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

CWC 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
2025
Q3 		– Sell
-10,045
Closed -$169K – 147
2025
Q2 		$169K Sell
10,045
-1,040
-9% -$17.2K 0.09% 141
2025
Q1 		$184K Hold
11,085
– – 0.1% 136
2024
Q4 		$181K Buy
11,085
+1,040
+10% +$17.2K 0.18% 117
2024
Q3 		$170K Buy
+10,045
New +$168K 0.17% 117

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
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
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

CWC Advisors's BSCU Position: Q3 2025 in Review

CWC Advisors sold out of Invesco BulletShares 2030 Corporate Bond ETF (BSCU) in Q3 2025, closing a stake of 10,045 shares — an estimated $169K sold.

CWC Advisors first reported a position in BSCU in Q3 2024 and held it in 4 quarters. The position peaked at $184K in Q1 2025. 236 funds tracked by Wall St. Rank hold BSCU as of Q3 2025.

  • CWC Advisors reported no remaining Invesco BulletShares 2030 Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • CWC Advisors sold 10,045 Invesco BulletShares 2030 Corporate Bond ETF shares in Q3 2025, an estimated $169K.
  • CWC Advisors first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q3 2024 and held it in 4 quarters.
  • CWC Advisors's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $184K in Q1 2025.
  • 236 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q3 2025.

Based on CWC Advisors's 13F filing for Q3 2025, filed 10 Oct 2025.