NorthAvenue LLC
BSCU icon

NorthAvenue LLC’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

NorthAvenue LLC’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
Q3 		$4.67M Buy
289,126
+10,050
+4% +$166K 3.29% 11
2026
Q2 		$4.65M Buy
279,076
+9,960
+4% +$166K 3.33% 11
2026
Q1 		$4.5M Buy
269,116
+7,852
+3% +$133K 3.58% 11
2025
Q4 		$4.42M Buy
+261,264
New +$4.42M 3.66% 10

Other funds holding BSCU

Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Fusion Family Wealth
Fusion Family Wealth Woodbury, New York $1.51B AUM 14.66% 1-Year Est. Return
TLWM Financial
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
MONECO Advisors
MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Foronjy Financial
Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return

NorthAvenue LLC's BSCU Position: Q3 2026 in Review

NorthAvenue LLC increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 3.6% in Q3 2026, buying an estimated $166K and bringing the position to 289,126 shares worth $4.67M. The position accounts for 3.29% of the portfolio, ranked #11.

NorthAvenue LLC first reported a position in BSCU in Q4 2025 and has held it in 4 quarters since. 196 funds tracked by Wall St. Rank hold BSCU as of Q3 2026.

  • NorthAvenue LLC held 289,126 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $4.67M as of Q3 2026.
  • NorthAvenue LLC bought 10,050 Invesco BulletShares 2030 Corporate Bond ETF shares in Q3 2026, an estimated $166K.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 3.29% of NorthAvenue LLC's portfolio in Q3 2026, its #11 holding.
  • NorthAvenue LLC first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • 196 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q3 2026.

Based on NorthAvenue LLC's 13F filing for Q3 2026, filed 29 Oct 2026.