Novare Capital Management’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Novare Capital 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	$3.35M	Buy	200,631 +4,364	+2%	+$73.7K	0.27%	71
2025 Q4	$3.32M	Buy	196,267 +4,218	+2%	+$71.4K	0.25%	72
2025 Q3	$3.25M	Buy	192,049 +14,326	+8%	+$241K	0.25%	71
2025 Q2	$2.98M	Buy	177,723 +5,531	+3%	+$91.7K	0.24%	77
2025 Q1	$2.86M	Buy	172,192 +8,816	+5%	+$145K	0.25%	77
2024 Q4	$2.67M	Buy	163,376 +7,625	+5%	+$126K	0.23%	79
2024 Q3	$2.64M	Buy	155,751 +1,918	+1%	+$32.1K	0.22%	80
2024 Q2	$2.5M	Sell	153,833 -4,941	-3%	-$80K	0.22%	82
2024 Q1	$2.6M	Buy	158,774 +14,829	+10%	+$243K	0.24%	82
2023 Q4	$2.39M	Sell	143,945 -4,099	-3%	-$65K	0.24%	81
2023 Q3	$2.31M	Buy	148,044 +4,010	+3%	+$64.1K	0.26%	81
2023 Q2	$2.33M	Buy	144,034 +31,421	+28%	+$514K	0.25%	84
2023 Q1	$1.86M	Buy	112,613 +42,967	+62%	+$701K	0.21%	87
2022 Q4	$1.11M	Buy	+69,646	New	+$1.1M	0.13%	102

Other funds holding BSCU

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 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

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Novare Capital Management's BSCU Position: Q1 2026 in Review

Novare Capital Management increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 2.2% in Q1 2026, buying an estimated $73.7K and bringing the position to 200,631 shares worth $3.35M. The position accounts for 0.27% of the portfolio, ranked #71.

Novare Capital Management first reported a position in BSCU in Q4 2022 and has held it in 14 quarters since. 299 funds tracked by Wall St. Rank hold BSCU as of Q1 2026.

Novare Capital Management held 200,631 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $3.35M as of Q1 2026.
Novare Capital Management bought 4,364 Invesco BulletShares 2030 Corporate Bond ETF shares in Q1 2026, an estimated $73.7K.
Invesco BulletShares 2030 Corporate Bond ETF made up 0.27% of Novare Capital Management's portfolio in Q1 2026, its #71 holding.
Novare Capital Management first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2022 and has held it in 14 quarters since.
299 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q1 2026.

Based on Novare Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.