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

Ledgewood Wealth 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
2026 Q2	$5.45M	Buy	327,512 +37,794	+13%	+$631K	2.89%	14
2026 Q1	$4.84M	Buy	289,718 +36,055	+14%	+$609K	2.73%	12
2025 Q4	$4.29M	Buy	253,663 +83,480	+49%	+$1.41M	2.47%	14
2025 Q3	$2.88M	Buy	170,183 +45,154	+36%	+$760K	1.7%	18
2025 Q2	$2.1M	Buy	125,029 +863	+0.7%	+$14.3K	1.32%	19
2025 Q1	$2.06M	Buy	124,166 +43,488	+54%	+$716K	1.33%	19
2024 Q4	$1.32M	Buy	80,678 +55,867	+225%	+$926K	0.85%	25
2024 Q3	$421K	Buy	+24,811	New	+$415K	0.28%	46

Other funds holding BSCU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

Ledgewood Wealth Advisors's BSCU Position: Q2 2026 in Review

Ledgewood Wealth Advisors increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 13% in Q2 2026, buying an estimated $631K and bringing the position to 327,512 shares worth $5.45M. The position accounts for 2.89% of the portfolio, ranked #14.

Ledgewood Wealth Advisors first reported a position in BSCU in Q3 2024 and has held it in 8 quarters since. 309 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

Ledgewood Wealth Advisors held 327,512 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $5.45M as of Q2 2026.
Ledgewood Wealth Advisors bought 37,794 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $631K.
Invesco BulletShares 2030 Corporate Bond ETF made up 2.89% of Ledgewood Wealth Advisors's portfolio in Q2 2026, its #14 holding.
Ledgewood Wealth Advisors first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
309 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.