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

Modern 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
2026
Q1 		$6.26M Sell
374,410
-2,515
-0.7% -$42.5K 0.11% 177
2025
Q4 		$6.38M Buy
376,925
+21,565
+6% +$365K 0.12% 165
2025
Q3 		$6.01M Buy
355,360
+8,427
+2% +$142K 0.12% 171
2025
Q2 		$5.82M Buy
+346,933
New +$5.75M 0.14% 146

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Modern Wealth Management's BSCU Position: Q1 2026 in Review

Modern Wealth Management reduced its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 0.67% in Q1 2026, selling an estimated $42.5K and leaving 374,410 shares worth $6.26M. The position accounts for 0.11% of the portfolio, ranked #177.

Modern Wealth Management first reported a position in BSCU in Q2 2025 and has held it in 4 quarters since. The position peaked at $6.38M in Q4 2025. 299 funds tracked by Wall St. Rank hold BSCU as of Q1 2026.

  • Modern Wealth Management held 374,410 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $6.26M as of Q1 2026.
  • Modern Wealth Management sold 2,515 Invesco BulletShares 2030 Corporate Bond ETF shares in Q1 2026, an estimated $42.5K.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 0.11% of Modern Wealth Management's portfolio in Q1 2026, its #177 holding.
  • Modern Wealth Management first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Modern Wealth Management's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $6.38M in Q4 2025.
  • 299 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.