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 Q3	$3.83M	Buy	+237,166	New	+$3.91M	2.39%	13
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

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

DWML

Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return

LWA

Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return

SEEDPG

S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return

RSC

Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

KIG

Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return

CFGA

Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return

Horizons Wealth Management's BSCU Position: Q3 2026 in Review

Horizons Wealth Management opened a new position in Invesco BulletShares 2030 Corporate Bond ETF (BSCU) in Q3 2026: 237,166 shares worth $3.83M. The stake represents 2.39% of the portfolio and ranks #13 among its holdings. This is a return to the name: Horizons Wealth Management previously reported a position in BSCU as recently as Q1 2026.

Horizons Wealth Management first reported a position in BSCU in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.94M in Q4 2025. 19 funds tracked by Wall St. Rank hold BSCU as of Q3 2026.

Horizons Wealth Management held 237,166 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $3.83M as of Q3 2026.
Invesco BulletShares 2030 Corporate Bond ETF was a new Horizons Wealth Management position in Q3 2026.
Invesco BulletShares 2030 Corporate Bond ETF made up 2.39% of Horizons Wealth Management's portfolio in Q3 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 12 quarters since.
Horizons Wealth Management's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $3.94M in Q4 2025.
19 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q3 2026.

Based on Horizons Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.