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Higgins & Schmidt Wealth Strategies’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Higgins & Schmidt Wealth Strategies’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
2024
Q4 		– Sell
-52,171
Closed -$884K – 52
2024
Q3 		$884K Buy
52,171
+1,805
+4% +$30.2K 0.57% 19
2024
Q2 		$819K Buy
50,366
+4,977
+11% +$80.6K 0.59% 19
2024
Q1 		$744K Buy
45,389
+2,117
+5% +$34.7K 0.55% 22
2023
Q4 		$720K Buy
+43,272
New +$687K 0.58% 20

Other funds holding BSCU

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Higgins & Schmidt Wealth Strategies's BSCU Position: Q4 2024 in Review

Higgins & Schmidt Wealth Strategies sold out of Invesco BulletShares 2030 Corporate Bond ETF (BSCU) in Q4 2024, closing a stake of 52,171 shares — an estimated $884K sold.

Higgins & Schmidt Wealth Strategies first reported a position in BSCU in Q4 2023 and held it in 4 quarters. The position peaked at $884K in Q3 2024. 201 funds tracked by Wall St. Rank hold BSCU as of Q4 2024.

  • Higgins & Schmidt Wealth Strategies reported no remaining Invesco BulletShares 2030 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Higgins & Schmidt Wealth Strategies sold 52,171 Invesco BulletShares 2030 Corporate Bond ETF shares in Q4 2024, an estimated $884K.
  • Higgins & Schmidt Wealth Strategies first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2023 and held it in 4 quarters.
  • Higgins & Schmidt Wealth Strategies's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $884K in Q3 2024.
  • 201 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q4 2024.

Based on Higgins & Schmidt Wealth Strategies's 13F filing for Q4 2024, filed 25 Mar 2025.