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

Howard 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	$4.73M	Buy	293,051 +15,993	+6%	+$264K	1.71%	21
2026 Q2	$4.61M	Buy	277,058 +22,235	+9%	+$371K	1.71%	20
2026 Q1	$4.26M	Buy	254,823 +15,027	+6%	+$254K	1.79%	17
2025 Q4	$4.06M	Buy	239,796 +158,863	+196%	+$2.69M	1.77%	17
2025 Q3	$1.37M	Buy	+80,933	New	+$1.36M	0.63%	46

Other funds holding BSCU

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

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

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return

Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return

Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $372M AUM 14.86% 1-Year Est. Return

Cornerstone Planning Charlotte, North Carolina $487M AUM 16.17% 1-Year Est. Return

Marietta Wealth Management Marietta, Georgia $945M AUM 19.14% 1-Year Est. Return

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

Howard Wealth Management increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 5.8% in Q3 2026, buying an estimated $264K and bringing the position to 293,051 shares worth $4.73M. The position accounts for 1.71% of the portfolio, ranked #21.

Howard Wealth Management first reported a position in BSCU in Q3 2025 and has held it in 5 quarters since. 133 funds tracked by Wall St. Rank hold BSCU as of Q3 2026.

Howard Wealth Management held 293,051 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $4.73M as of Q3 2026.
Howard Wealth Management bought 15,993 Invesco BulletShares 2030 Corporate Bond ETF shares in Q3 2026, an estimated $264K.
Invesco BulletShares 2030 Corporate Bond ETF made up 1.71% of Howard Wealth Management's portfolio in Q3 2026, its #21 holding.
Howard Wealth Management first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q3 2025 and has held it in 5 quarters since.
133 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q3 2026.

Based on Howard Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.