Kirr Marbach & Co
BSCU icon

Kirr Marbach & Co’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Kirr Marbach & Co’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 		$12.6M Buy
780,696
+91,191
+13% +$1.5M 2.38% 17
2026
Q2 		$11.5M Buy
689,505
+105
+0% +$1.75K 1.93% 24
2026
Q1 		$11.5M Buy
689,400
+35,863
+5% +$605K 2.1% 18
2025
Q4 		$11.1M Buy
+653,537
New +$11.1M 2.11% 19

Other funds holding BSCU

Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $15.9B AUM 16.28% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
Atlantic Union Bankshares
Atlantic Union Bankshares Glen Allen, Virginia $6.11B AUM 17.62% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Fusion Family Wealth
Fusion Family Wealth Woodbury, New York $1.51B AUM 14.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Kirr Marbach & Co's BSCU Position: Q3 2026 in Review

Kirr Marbach & Co increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 13% in Q3 2026, buying an estimated $1.5M and bringing the position to 780,696 shares worth $12.6M. The position accounts for 2.38% of the portfolio, ranked #17.

Kirr Marbach & Co first reported a position in BSCU in Q4 2025 and has held it in 4 quarters since. 276 funds tracked by Wall St. Rank hold BSCU as of Q3 2026.

  • Kirr Marbach & Co held 780,696 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $12.6M as of Q3 2026.
  • Kirr Marbach & Co bought 91,191 Invesco BulletShares 2030 Corporate Bond ETF shares in Q3 2026, an estimated $1.5M.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 2.38% of Kirr Marbach & Co's portfolio in Q3 2026, its #17 holding.
  • Kirr Marbach & Co first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • 276 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q3 2026.

Based on Kirr Marbach & Co's 13F filing for Q3 2026, filed 20 Oct 2026.