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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
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

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
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
WMWM
Wilkins Miller Wealth Management Mobile, Alabama $182M AUM 16.66% 1-Year Est. Return
WIM
Waycross Investment Management Bellingham, Washington $131M AUM 16.58% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return

NorthAvenue LLC's BSCU Position: Q2 2026 in Review

NorthAvenue LLC increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 3.7% in Q2 2026, buying an estimated $166K and bringing the position to 279,076 shares worth $4.65M. The position accounts for 3.33% of the portfolio, ranked #11.

NorthAvenue LLC first reported a position in BSCU in Q4 2025 and has held it in 3 quarters since. 87 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

  • NorthAvenue LLC held 279,076 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $4.65M as of Q2 2026.
  • NorthAvenue LLC bought 9,960 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $166K.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 3.33% of NorthAvenue LLC's portfolio in Q2 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 3 quarters since.
  • 87 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on NorthAvenue LLC's 13F filing for Q2 2026, filed 21 Jul 2026.