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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

HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
WIM
Waycross Investment Management Bellingham, Washington $131M AUM 16.58% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
IWC
Infinity Wealth Counsel Loveland, Ohio $124M AUM 13.55% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 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. 66 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.
  • 66 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.