GWM
BSCU icon

Geneos Wealth Management’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Geneos Wealth 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
2026
Q2 		$3.94M Buy
236,871
+2,146
+0.9% +$35.8K 0.08% 260
2026
Q1 		$3.92M Buy
234,725
+11,859
+5% +$200K 0.09% 244
2025
Q4 		$3.77M Buy
222,866
+13,296
+6% +$225K 0.09% 249
2025
Q3 		$3.54M Sell
209,570
-61,373
-23% -$1.03M 0.09% 258
2025
Q2 		$4.55M Buy
270,943
+219,774
+430% +$3.64M 0.11% 229
2025
Q1 		$849K Buy
51,169
+32,766
+178% +$539K 0.01% 722
2024
Q4 		$301K Buy
+18,403
New +$305K 0.01% 707

Other funds holding BSCU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

Geneos Wealth Management's BSCU Position: Q2 2026 in Review

Geneos Wealth Management increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 0.91% in Q2 2026, buying an estimated $35.8K and bringing the position to 236,871 shares worth $3.94M. The position accounts for 0.08% of the portfolio, ranked #260.

Geneos Wealth Management first reported a position in BSCU in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.55M in Q2 2025. 308 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

  • Geneos Wealth Management held 236,871 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $3.94M as of Q2 2026.
  • Geneos Wealth Management bought 2,146 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $35.8K.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 0.08% of Geneos Wealth Management's portfolio in Q2 2026, its #260 holding.
  • Geneos Wealth Management first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Geneos Wealth Management's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $4.55M in Q2 2025.
  • 308 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.