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

Exchange 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
2025 Q2	$1.43M	Sell	85,197 -75,053	-47%	-$1.24M	0.21%	107
2025 Q1	$2.66M	Sell	160,250 -1,127	-0.7%	-$18.6K	0.43%	76
2024 Q4	$2.64M	Sell	161,377 -1,952	-1%	-$32.3K	0.42%	77
2024 Q3	$2.77M	Buy	163,329 +38,467	+31%	+$643K	0.44%	73
2024 Q2	$2.03M	Buy	124,862 +44,428	+55%	+$720K	0.33%	91
2024 Q1	$1.32M	Buy	80,434 +59,326	+281%	+$973K	0.21%	109
2023 Q4	$351K	Buy	+21,108	New	+$335K	0.06%	156

Other funds holding BSCU

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Exchange Capital Management's BSCU Position: Q2 2025 in Review

Exchange Capital Management reduced its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 47% in Q2 2025, selling an estimated $1.24M and leaving 85,197 shares worth $1.43M. The position accounts for 0.21% of the portfolio, ranked #107.

Exchange Capital Management first reported a position in BSCU in Q4 2023 and has held it in 7 quarters since. The position peaked at $2.77M in Q3 2024. 216 funds tracked by Wall St. Rank hold BSCU as of Q2 2025.

Exchange Capital Management held 85,197 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $1.43M as of Q2 2025.
Exchange Capital Management sold 75,053 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2025, an estimated $1.24M.
Invesco BulletShares 2030 Corporate Bond ETF made up 0.21% of Exchange Capital Management's portfolio in Q2 2025, its #107 holding.
Exchange Capital Management first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2023 and has held it in 7 quarters since.
Exchange Capital Management's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $2.77M in Q3 2024.
216 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2025.

Based on Exchange Capital Management's 13F filing for Q2 2025, filed 21 Jul 2025.