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Freedom Investment Management’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Freedom Investment Management’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
Q3 		– Sell
-13,629
Closed -$229K – 227
2025
Q2 		$229K Buy
13,629
+83
+0.6% +$1.38K 0.02% 674
2025
Q1 		$225K Sell
13,546
-12,833
-49% -$211K 0.02% 677
2024
Q4 		$432K Buy
26,379
+12,339
+88% +$204K 0.04% 473
2024
Q3 		$238K Buy
+14,040
New +$235K 0.02% 664

Other funds holding BSCU

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Freedom Investment Management's BSCU Position: Q3 2025 in Review

Freedom Investment Management sold out of Invesco BulletShares 2030 Corporate Bond ETF (BSCU) in Q3 2025, closing a stake of 13,629 shares — an estimated $229K sold.

Freedom Investment Management first reported a position in BSCU in Q3 2024 and held it in 4 quarters. The position peaked at $432K in Q4 2024. 236 funds tracked by Wall St. Rank hold BSCU as of Q3 2025.

  • Freedom Investment Management reported no remaining Invesco BulletShares 2030 Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 13,629 Invesco BulletShares 2030 Corporate Bond ETF shares in Q3 2025, an estimated $229K.
  • Freedom Investment Management first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q3 2024 and held it in 4 quarters.
  • Freedom Investment Management's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $432K in Q4 2024.
  • 236 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.