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