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Latitude Advisors’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Latitude Advisors’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
Q4 		– Sell
-10,428
Closed -$176K – 228
2025
Q3 		$176K Buy
10,428
+100
+1% +$1.68K 0.08% 216
2025
Q2 		$173K Sell
10,328
-4,863
-32% -$80.7K 0.09% 204
2025
Q1 		$252K Buy
15,191
+163
+1% +$2.68K 0.15% 160
2024
Q4 		$246K Buy
15,028
+94
+0.6% +$1.56K 0.14% 156
2024
Q3 		$253K Buy
14,934
+2,734
+22% +$45.7K 0.14% 156
2024
Q2 		$198K Buy
+12,200
New +$198K 0.12% 178

Other funds holding BSCU

Morgan Stanley
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
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Latitude Advisors's BSCU Position: Q4 2025 in Review

Latitude Advisors sold out of Invesco BulletShares 2030 Corporate Bond ETF (BSCU) in Q4 2025, closing a stake of 10,428 shares — an estimated $176K sold.

Latitude Advisors first reported a position in BSCU in Q2 2024 and held it in 6 quarters. The position peaked at $253K in Q3 2024. 274 funds tracked by Wall St. Rank hold BSCU as of Q4 2025.

  • Latitude Advisors reported no remaining Invesco BulletShares 2030 Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Latitude Advisors sold 10,428 Invesco BulletShares 2030 Corporate Bond ETF shares in Q4 2025, an estimated $176K.
  • Latitude Advisors first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q2 2024 and held it in 6 quarters.
  • Latitude Advisors's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $253K in Q3 2024.
  • 274 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q4 2025.

Based on Latitude Advisors's 13F filing for Q4 2025, filed 27 Jan 2026.