Empirical Wealth Management
BSCU icon

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
Q3 		$3.37M Buy
208,706
+4,803
+2% +$79.2K 0.05% 208
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

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $15.9B AUM 16.28% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
Atlantic Union Bankshares
Atlantic Union Bankshares Glen Allen, Virginia $6.11B AUM 17.62% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Fusion Family Wealth
Fusion Family Wealth Woodbury, New York $1.51B AUM 14.66% 1-Year Est. Return

Empirical Wealth Management's BSCU Position: Q3 2026 in Review

Empirical Wealth Management increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 2.4% in Q3 2026, buying an estimated $79.2K and bringing the position to 208,706 shares worth $3.37M. The position accounts for 0.05% of the portfolio, ranked #208.

Empirical Wealth Management first reported a position in BSCU in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.39M in Q2 2026. 293 funds tracked by Wall St. Rank hold BSCU as of Q3 2026.

  • Empirical Wealth Management held 208,706 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $3.37M as of Q3 2026.
  • Empirical Wealth Management bought 4,803 Invesco BulletShares 2030 Corporate Bond ETF shares in Q3 2026, an estimated $79.2K.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 0.05% of Empirical Wealth Management's portfolio in Q3 2026, its #208 holding.
  • Empirical Wealth Management first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • Empirical Wealth Management's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $3.39M in Q2 2026.
  • 293 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.