Forefront Analytics’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Forefront Analytics’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 Q1	–	Sell	-10,596	Closed	-$173K	–	49
2024 Q4	$173K	Sell	10,596 -25,402	-71%	-$421K	0.08%	54
2024 Q3	$610K	Sell	35,998 -6,741	-16%	-$113K	0.29%	42
2024 Q2	$695K	Buy	42,739 +4,907	+13%	+$79.5K	0.33%	41
2024 Q1	$620K	Sell	37,832 -6,199	-14%	-$102K	0.3%	42
2023 Q4	$732K	Buy	44,031 +412	+0.9%	+$6.54K	0.36%	40
2023 Q3	$680K	Buy	43,619 +397	+0.9%	+$6.34K	0.39%	38
2023 Q2	$700K	Sell	43,222 -7,504	-15%	-$123K	0.4%	37
2023 Q1	$836K	Buy	50,726 +1,685	+3%	+$27.5K	0.43%	37
2022 Q4	$783K	Buy	+49,041	New	+$778K	0.42%	37

Other funds holding BSCU

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 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

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

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

Forefront Analytics's BSCU Position: Q1 2025 in Review

Forefront Analytics sold out of Invesco BulletShares 2030 Corporate Bond ETF (BSCU) in Q1 2025, closing a stake of 10,596 shares — an estimated $173K sold.

Forefront Analytics first reported a position in BSCU in Q4 2022 and held it in 9 quarters. The position peaked at $836K in Q1 2023. 203 funds tracked by Wall St. Rank hold BSCU as of Q1 2025.

Forefront Analytics reported no remaining Invesco BulletShares 2030 Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Forefront Analytics sold 10,596 Invesco BulletShares 2030 Corporate Bond ETF shares in Q1 2025, an estimated $173K.
Forefront Analytics first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2022 and held it in 9 quarters.
Forefront Analytics's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $836K in Q1 2023.
203 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q1 2025.

Based on Forefront Analytics's 13F filing for Q1 2025, filed 13 May 2025.