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Optimum Investment Advisors’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Optimum Investment Advisors’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
Q3 		$25.4K Hold
1,500
– – 0.01% 419
2025
Q2 		$25.2K Buy
+1,500
New +$24.9K 0.01% 416

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
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
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Optimum Investment Advisors's BSCU Position: Q3 2025 in Review

Optimum Investment Advisors held its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) position steady in Q3 2025 at 1,500 shares worth $25.4K. The position accounts for 0.01% of the portfolio, ranked #419.

Optimum Investment Advisors first reported a position in BSCU in Q2 2025 and has held it in 2 quarters since. 236 funds tracked by Wall St. Rank hold BSCU as of Q3 2025.

  • Optimum Investment Advisors held 1,500 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $25.4K as of Q3 2025.
  • Optimum Investment Advisors left its Invesco BulletShares 2030 Corporate Bond ETF share count unchanged in Q3 2025.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #419 holding.
  • Optimum Investment Advisors first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q2 2025 and has held it in 2 quarters since.
  • 236 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.