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

Horizons 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 Q1	$3.88M	Sell	231,938 -1,076	-0.5%	-$18.2K	2.54%	13
2025 Q4	$3.94M	Buy	233,014 +9,687	+4%	+$164K	2.58%	13
2025 Q3	$3.77M	Buy	223,327 +6,285	+3%	+$106K	2.57%	12
2025 Q2	$3.64M	Buy	217,042 +1,036	+0.5%	+$17.2K	2.6%	13
2025 Q1	$3.58M	Buy	216,006 +17,152	+9%	+$282K	2.67%	13
2024 Q4	$3.26M	Buy	198,854 +97,628	+96%	+$1.62M	2.48%	14
2024 Q3	$1.72M	Buy	101,226 +7,934	+9%	+$133K	1.32%	20
2024 Q2	$1.54M	Buy	93,292 +29,947	+47%	+$485K	1.22%	20
2024 Q1	$1.05M	Hold	63,345	–	–	0.69%	25
2023 Q4	$1.05M	Buy	63,345 +62,537	+7,740%	+$992K	0.69%	25
2023 Q3	$12.6K	Buy	+808	New	+$12.9K	0.01%	130

Other funds holding BSCU

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 Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Horizons Wealth Management's BSCU Position: Q1 2026 in Review

Horizons Wealth Management reduced its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 0.46% in Q1 2026, selling an estimated $18.2K and leaving 231,938 shares worth $3.88M. The position accounts for 2.54% of the portfolio, ranked #13.

Horizons Wealth Management first reported a position in BSCU in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.94M in Q4 2025. 299 funds tracked by Wall St. Rank hold BSCU as of Q1 2026.

Horizons Wealth Management held 231,938 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $3.88M as of Q1 2026.
Horizons Wealth Management sold 1,076 Invesco BulletShares 2030 Corporate Bond ETF shares in Q1 2026, an estimated $18.2K.
Invesco BulletShares 2030 Corporate Bond ETF made up 2.54% of Horizons Wealth Management's portfolio in Q1 2026, its #13 holding.
Horizons Wealth Management first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q3 2023 and has held it in 11 quarters since.
Horizons Wealth Management's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $3.94M in Q4 2025.
299 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.