Fountainhead AM’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Fountainhead AM’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	-15,653	Closed	-$265K	–	177
2025 Q3	$265K	Hold	15,653	–	–	0.03%	188
2025 Q2	$263K	Hold	15,653	–	–	0.04%	171
2025 Q1	$260K	Buy	15,653 +115	+0.7%	+$1.89K	0.04%	150
2024 Q4	$254K	Buy	15,538 +60	+0.4%	+$994	0.05%	140
2024 Q3	$262K	Hold	15,478	–	–	0.06%	118
2024 Q2	$252K	Hold	15,478	–	–	0.06%	112
2024 Q1	$254K	Hold	15,478	–	–	0.06%	111
2023 Q4	$257K	Hold	15,478	–	–	0.07%	92
2023 Q3	$241K	Hold	15,478	–	–	0.08%	77
2023 Q2	$251K	Buy	15,478 +3,023	+24%	+$49.4K	0.09%	69
2023 Q1	$205K	Buy	+12,455	New	+$203K	0.08%	76

Other funds holding BSCU

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

Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $9.79B AUM 18.41% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return