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Kaye Capital Management’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Kaye Capital 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
2025
Q2 		$5.81M Buy
346,069
+16,654
+5% +$276K 2.23% 16
2025
Q1 		$5.46M Buy
329,415
+311,341
+1,723% +$5.13M 2.23% 13
2024
Q4 		$296K Buy
18,074
+7,058
+64% +$117K 0.13% 33
2024
Q3 		$187K Buy
+11,016
New +$184K 0.07% 39

Other funds holding BSCU

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Kaye Capital Management's BSCU Position: Q2 2025 in Review

Kaye Capital Management increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 5.1% in Q2 2025, buying an estimated $276K and bringing the position to 346,069 shares worth $5.81M. The position accounts for 2.23% of the portfolio, ranked #16.

Kaye Capital Management first reported a position in BSCU in Q3 2024 and has held it in 4 quarters since. 216 funds tracked by Wall St. Rank hold BSCU as of Q2 2025.

  • Kaye Capital Management held 346,069 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $5.81M as of Q2 2025.
  • Kaye Capital Management bought 16,654 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2025, an estimated $276K.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 2.23% of Kaye Capital Management's portfolio in Q2 2025, its #16 holding.
  • Kaye Capital Management first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q3 2024 and has held it in 4 quarters since.
  • 216 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2025.

Based on Kaye Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.