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Householder Group Estate & Retirement Specialist’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Householder Group Estate & Retirement Specialist’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
-217
Closed -$3K – 617
2024
Q3 		$3K Buy
217
+3
+1% +$50 ﹤0.01% 979
2024
Q2 		$3K Buy
214
+2
+0.9% +$32 ﹤0.01% 993
2024
Q1 		$3.48K Buy
212
+2
+1% +$33 ﹤0.01% 981
2023
Q4 		$3K Buy
210
+3
+1% +$48 ﹤0.01% 935
2023
Q3 		$3.24K Buy
+207
New +$3.31K ﹤0.01% 1004

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 $10.6B AUM 24.87% 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 $6.59M AUM 15.17% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's BSCU Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Invesco BulletShares 2030 Corporate Bond ETF (BSCU) in Q4 2024, closing a stake of 217 shares — an estimated $3K sold.

Householder Group Estate & Retirement Specialist first reported a position in BSCU in Q3 2023 and held it in 5 quarters. The position peaked at $3.48K in Q1 2024. 201 funds tracked by Wall St. Rank hold BSCU as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Invesco BulletShares 2030 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 217 Invesco BulletShares 2030 Corporate Bond ETF shares in Q4 2024, an estimated $3K.
  • Householder Group Estate & Retirement Specialist first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q3 2023 and held it in 5 quarters.
  • Householder Group Estate & Retirement Specialist's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $3.48K in Q1 2024.
  • 201 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.