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Farnam Financial’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Farnam Financial’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
Q1 		$3.83M Buy
228,922
+14,550
+7% +$246K 3.15% 12
2025
Q4 		$3.63M Buy
214,372
+27,782
+15% +$470K 2.73% 12
2025
Q3 		$3.15M Buy
186,590
+25,470
+16% +$429K 2.45% 13
2025
Q2 		$2.7M Buy
161,120
+43,348
+37% +$719K 2.43% 14
2025
Q1 		$1.95M Buy
117,772
+16,474
+16% +$271K 1.98% 15
2024
Q4 		$1.66M Buy
101,298
+4,851
+5% +$80.4K 1.73% 15
2024
Q3 		$1.63M Buy
+96,447
New +$1.61M 1.79% 14

Other funds holding BSCU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Farnam Financial's BSCU Position: Q1 2026 in Review

Farnam Financial increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 6.8% in Q1 2026, buying an estimated $246K and bringing the position to 228,922 shares worth $3.83M. The position accounts for 3.15% of the portfolio, ranked #12.

Farnam Financial first reported a position in BSCU in Q3 2024 and has held it in 7 quarters since. 299 funds tracked by Wall St. Rank hold BSCU as of Q1 2026.

  • Farnam Financial held 228,922 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $3.83M as of Q1 2026.
  • Farnam Financial bought 14,550 Invesco BulletShares 2030 Corporate Bond ETF shares in Q1 2026, an estimated $246K.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 3.15% of Farnam Financial's portfolio in Q1 2026, its #12 holding.
  • Farnam Financial first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • 299 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q1 2026.

Based on Farnam Financial's 13F filing for Q1 2026, filed 28 Apr 2026.