Integrated Wealth Concepts’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Integrated Wealth Concepts’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 Q1	$1.11M	Buy	66,638 +20,141	+43%	+$340K	0.01%	1045
2025 Q4	$787K	Buy	46,497 +9,942	+27%	+$168K	0.01%	885
2025 Q3	$618K	Buy	36,555 +2,187	+6%	+$36.8K	0.01%	1237
2025 Q2	$577K	Sell	34,368 -9,284	-21%	-$154K	0.01%	1192
2025 Q1	$724K	Buy	43,652 +18,442	+73%	+$304K	0.01%	978
2024 Q4	$413K	Hold	25,210	–	–	﹤0.01%	1215
2024 Q3	$427K	Hold	25,210	–	–	0.01%	1158
2024 Q2	$410K	Buy	25,210 +8,380	+50%	+$136K	0.01%	1146
2024 Q1	$276K	Buy	16,830 +4,041	+32%	+$66.3K	﹤0.01%	1365
2023 Q4	$213K	Buy	+12,789	New	+$203K	﹤0.01%	1441

Other funds holding BSCU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Integrated Wealth Concepts's BSCU Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 43% in Q1 2026, buying an estimated $340K and bringing the position to 66,638 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #1045.

Integrated Wealth Concepts first reported a position in BSCU in Q4 2023 and has held it in 10 quarters since. 299 funds tracked by Wall St. Rank hold BSCU as of Q1 2026.

Integrated Wealth Concepts held 66,638 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $1.11M as of Q1 2026.
Integrated Wealth Concepts bought 20,141 Invesco BulletShares 2030 Corporate Bond ETF shares in Q1 2026, an estimated $340K.
Invesco BulletShares 2030 Corporate Bond ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1045 holding.
Integrated Wealth Concepts first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
299 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.