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 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

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CAM

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

CICC

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

Foronjy Financial Santa Barbara, California $272M AUM 15.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

KMC

Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return

Howard Wealth Management's BSCU Position: Q2 2026 in Review

Howard Wealth Management increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 8.7% in Q2 2026, buying an estimated $371K and bringing the position to 277,058 shares worth $4.61M. The position accounts for 1.71% of the portfolio, ranked #20.

Howard Wealth Management first reported a position in BSCU in Q3 2025 and has held it in 4 quarters since. 124 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

Howard Wealth Management held 277,058 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $4.61M as of Q2 2026.
Howard Wealth Management bought 22,235 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $371K.
Invesco BulletShares 2030 Corporate Bond ETF made up 1.71% of Howard Wealth Management's portfolio in Q2 2026, its #20 holding.
Howard Wealth Management first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
124 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on Howard Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.