Focus Partners Wealth’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Focus Partners Wealth’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	$16M	Buy	959,962 +21,284	+2%	+$359K	0.02%	568
2025 Q4	$15.9M	Buy	938,678 +171,285	+22%	+$2.9M	0.02%	550
2025 Q3	$13M	Buy	767,393 +50,073	+7%	+$843K	0.02%	490
2025 Q2	$12M	Buy	717,320 +40,115	+6%	+$665K	0.03%	460
2025 Q1	$11.2M	Buy	677,205 +258,740	+62%	+$4.26M	0.03%	455
2024 Q4	$6.85M	Buy	418,465 +398,388	+1,984%	+$6.6M	0.02%	547
2024 Q3	$340K	Buy	+20,077	New	+$336K	﹤0.01%	1288

Other funds holding BSCU

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 Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Focus Partners Wealth's BSCU Position: Q1 2026 in Review

Focus Partners Wealth increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 2.3% in Q1 2026, buying an estimated $359K and bringing the position to 959,962 shares worth $16M. The position accounts for 0.02% of the portfolio, ranked #568.

Focus Partners Wealth 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.

Focus Partners Wealth held 959,962 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $16M as of Q1 2026.
Focus Partners Wealth bought 21,284 Invesco BulletShares 2030 Corporate Bond ETF shares in Q1 2026, an estimated $359K.
Invesco BulletShares 2030 Corporate Bond ETF made up 0.02% of Focus Partners Wealth's portfolio in Q1 2026, its #568 holding.
Focus Partners Wealth 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 Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.