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GWN Securities’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

GWN Securities’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
Q2 		– Sell
-15,191
Closed -$252K – 441
2025
Q1 		$252K Buy
+15,191
New +$250K 0.01% 622

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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

GWN Securities's BSCU Position: Q2 2025 in Review

GWN Securities sold out of Invesco BulletShares 2030 Corporate Bond ETF (BSCU) in Q2 2025, closing a stake of 15,191 shares — an estimated $252K sold.

GWN Securities first reported a position in BSCU in Q1 2025 and held it in 1 quarter. The position peaked at $252K in Q1 2025. 216 funds tracked by Wall St. Rank hold BSCU as of Q2 2025.

  • GWN Securities reported no remaining Invesco BulletShares 2030 Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • GWN Securities sold 15,191 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2025, an estimated $252K.
  • GWN Securities first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q1 2025 and held it in 1 quarter.
  • GWN Securities's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $252K in Q1 2025.
  • 216 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2025.

Based on GWN Securities's 13F filing for Q2 2025, filed 1 Aug 2025.