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Monterey Private Wealth’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Monterey Private Wealth’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
Q1 		$269K Buy
16,191
+179
+1% +$2.95K 0.08% 102
2024
Q4 		$262K Buy
16,012
+186
+1% +$3.08K 0.09% 104
2024
Q3 		$268K Buy
+15,826
New +$265K 0.09% 102

Other funds holding BSCU

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Monterey Private Wealth's BSCU Position: Q1 2025 in Review

Monterey Private Wealth increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 1.1% in Q1 2025, buying an estimated $2.95K and bringing the position to 16,191 shares worth $269K. The position accounts for 0.08% of the portfolio, ranked #102.

Monterey Private Wealth first reported a position in BSCU in Q3 2024 and has held it in 3 quarters since. 203 funds tracked by Wall St. Rank hold BSCU as of Q1 2025.

  • Monterey Private Wealth held 16,191 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $269K as of Q1 2025.
  • Monterey Private Wealth bought 179 Invesco BulletShares 2030 Corporate Bond ETF shares in Q1 2025, an estimated $2.95K.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 0.08% of Monterey Private Wealth's portfolio in Q1 2025, its #102 holding.
  • Monterey Private Wealth first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q3 2024 and has held it in 3 quarters since.
  • 203 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q1 2025.

Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.