Empirical Wealth Management’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Empirical Wealth 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 Q2	$3.39M	Buy	203,903 +3,621	+2%	+$60.5K	0.05%	204
2026 Q1	$3.35M	Buy	200,282 +2,765	+1%	+$46.7K	0.06%	194
2025 Q4	$3.34M	Buy	197,517 +2,645	+1%	+$44.8K	0.06%	188
2025 Q3	$3.29M	Buy	194,872 +3,972	+2%	+$66.9K	0.07%	184
2025 Q2	$3.2M	Buy	190,900 +5,970	+3%	+$99K	0.07%	172
2025 Q1	$3.07M	Buy	184,930 +2,988	+2%	+$49.2K	0.08%	170
2024 Q4	$2.98M	Buy	181,942 +9,272	+5%	+$154K	0.08%	157
2024 Q3	$2.93M	Buy	172,670 +11,258	+7%	+$188K	0.08%	159
2024 Q2	$2.62M	Buy	161,412 +27,130	+20%	+$439K	0.08%	158
2024 Q1	$2.2M	Buy	134,282 +38,336	+40%	+$629K	0.07%	169
2023 Q4	$1.6M	Buy	+95,946	New	+$1.52M	0.05%	192

Other funds holding BSCU

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CAM

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

CICC

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

Foronjy Financial Santa Barbara, California $272M AUM 15.08% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

KMC

Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

Empirical Wealth Management's BSCU Position: Q2 2026 in Review

Empirical Wealth Management increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 1.8% in Q2 2026, buying an estimated $60.5K and bringing the position to 203,903 shares worth $3.39M. The position accounts for 0.05% of the portfolio, ranked #204.

Empirical Wealth Management first reported a position in BSCU in Q4 2023 and has held it in 11 quarters since. 146 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

Empirical Wealth Management held 203,903 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $3.39M as of Q2 2026.
Empirical Wealth Management bought 3,621 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $60.5K.
Invesco BulletShares 2030 Corporate Bond ETF made up 0.05% of Empirical Wealth Management's portfolio in Q2 2026, its #204 holding.
Empirical Wealth Management first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
146 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.