Masso Torrence Wealth Management’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Masso Torrence Wealth 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 Q3	$516K	Hold	30,508	–	–	0.21%	68
2025 Q2	$512K	Hold	30,508	–	–	0.24%	65
2025 Q1	$506K	Sell	30,508 -32,294	-51%	-$532K	0.27%	61
2024 Q4	$1.03M	Buy	62,802 +15,297	+32%	+$253K	0.54%	36
2024 Q3	$805K	Sell	47,505 -28	-0.1%	-$468	0.43%	46
2024 Q2	$773K	Buy	47,533 +2,229	+5%	+$36.1K	0.43%	43
2024 Q1	$743K	Buy	45,304 +5,711	+14%	+$93.7K	0.44%	47
2023 Q4	$659K	Buy	+39,593	New	+$628K	0.45%	44

Other funds holding BSCU

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Masso Torrence Wealth Management's BSCU Position: Q3 2025 in Review

Masso Torrence Wealth Management held its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) position steady in Q3 2025 at 30,508 shares worth $516K. The position accounts for 0.21% of the portfolio, ranked #68.

Masso Torrence Wealth Management first reported a position in BSCU in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.03M in Q4 2024. 236 funds tracked by Wall St. Rank hold BSCU as of Q3 2025.

Masso Torrence Wealth Management held 30,508 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $516K as of Q3 2025.
Masso Torrence Wealth Management left its Invesco BulletShares 2030 Corporate Bond ETF share count unchanged in Q3 2025.
Invesco BulletShares 2030 Corporate Bond ETF made up 0.21% of Masso Torrence Wealth Management's portfolio in Q3 2025, its #68 holding.
Masso Torrence Wealth Management first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2023 and has held it in 8 quarters since.
Masso Torrence Wealth Management's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $1.03M in Q4 2024.
236 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q3 2025.

Based on Masso Torrence Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.