PF
BSCU icon

Phoenix Financial’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Phoenix Financial’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
Q4 		– Sell
-18,374
Closed -$310K – 468
2025
Q3 		$310K Sell
18,374
-15,825
-46% -$266K ﹤0.01% 381
2025
Q2 		$574K Buy
+34,199
New +$567K 0.01% 274

Other funds holding BSCU

Morgan Stanley
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
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Phoenix Financial's BSCU Position: Q4 2025 in Review

Phoenix Financial sold out of Invesco BulletShares 2030 Corporate Bond ETF (BSCU) in Q4 2025, closing a stake of 18,374 shares — an estimated $310K sold.

Phoenix Financial first reported a position in BSCU in Q2 2025 and held it in 2 quarters. The position peaked at $574K in Q2 2025. 274 funds tracked by Wall St. Rank hold BSCU as of Q4 2025.

  • Phoenix Financial reported no remaining Invesco BulletShares 2030 Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Phoenix Financial sold 18,374 Invesco BulletShares 2030 Corporate Bond ETF shares in Q4 2025, an estimated $310K.
  • Phoenix Financial first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q2 2025 and held it in 2 quarters.
  • Phoenix Financial's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $574K in Q2 2025.
  • 274 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q4 2025.

Based on Phoenix Financial's 13F filing for Q4 2025, filed 5 Feb 2026.