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F/M Investments’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

F/M Investments’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
Q4 		– Sell
-26,533
Closed -$448K – 433
2025
Q3 		$448K Buy
+26,533
New +$447K 0.02% 340

Other funds holding BSCU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

F/M Investments's BSCU Position: Q4 2025 in Review

F/M Investments sold out of Invesco BulletShares 2030 Corporate Bond ETF (BSCU) in Q4 2025, closing a stake of 26,533 shares — an estimated $448K sold.

F/M Investments first reported a position in BSCU in Q3 2025 and held it in 1 quarter. The position peaked at $448K in Q3 2025. 274 funds tracked by Wall St. Rank hold BSCU as of Q4 2025.

  • F/M Investments reported no remaining Invesco BulletShares 2030 Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • F/M Investments sold 26,533 Invesco BulletShares 2030 Corporate Bond ETF shares in Q4 2025, an estimated $448K.
  • F/M Investments first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q3 2025 and held it in 1 quarter.
  • F/M Investments's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $448K in Q3 2025.
  • 274 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q4 2025.

Based on F/M Investments's 13F filing for Q4 2025, filed 3 Feb 2026.