Insight Wealth Partners’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Insight Wealth Partners’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	$364K	Buy	22,569 +3,822	+20%	+$63K	0.05%	99
2026 Q2	$312K	Buy	18,747 +2,630	+16%	+$43.9K	0.04%	105
2026 Q1	$269K	Buy	16,117 +299	+2%	+$5.05K	0.04%	101
2025 Q4	$268K	Hold	15,818	–	–	0.04%	95
2025 Q3	$267K	Buy	15,818 +295	+2%	+$4.97K	0.08%	98
2025 Q2	$260K	Buy	15,523 +1,214	+8%	+$20.1K	0.1%	94
2025 Q1	$237K	Buy	+14,309	New	+$236K	0.04%	98

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

Insight Wealth Partners's BSCU Position: Q3 2026 in Review

Insight Wealth Partners increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 20% in Q3 2026, buying an estimated $63K and bringing the position to 22,569 shares worth $364K. The position accounts for 0.05% of the portfolio, ranked #99.

Insight Wealth Partners first reported a position in BSCU in Q1 2025 and has held it in 7 quarters since. 124 funds tracked by Wall St. Rank hold BSCU as of Q3 2026.

Insight Wealth Partners held 22,569 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $364K as of Q3 2026.
Insight Wealth Partners bought 3,822 Invesco BulletShares 2030 Corporate Bond ETF shares in Q3 2026, an estimated $63K.
Invesco BulletShares 2030 Corporate Bond ETF made up 0.05% of Insight Wealth Partners's portfolio in Q3 2026, its #99 holding.
Insight Wealth Partners first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q1 2025 and has held it in 7 quarters since.
124 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q3 2026.

Based on Insight Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.