DCM
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Davis Capital Management’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Davis Capital Management’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 		$204K Sell
12,209
-58
-0.5% -$979 0.14% 74
2025
Q4 		$208K Buy
12,267
+65
+0.5% +$1.1K 0.14% 75
2025
Q3 		$206K Buy
+12,202
New +$205K 0.14% 82
2025
Q1 		$202K Buy
12,196
+14
+0.1% +$230 0.16% 78
2024
Q4 		$199K Sell
12,182
-131
-1% -$2.17K 0.16% 79
2024
Q3 		$209K Buy
12,313
+391
+3% +$6.54K 0.17% 76
2024
Q2 		$193K Buy
11,922
+437
+4% +$7.08K 0.17% 78
2024
Q1 		$187K Buy
11,485
+4,452
+63% +$73K 0.17% 75
2023
Q4 		$117K Buy
+7,033
New +$112K 0.11% 85

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 $11.9B AUM 17.41% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B 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 $376B 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 $9.79B AUM 18.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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