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Prosperity Wealth Management’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Prosperity Wealth 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
2025
Q4 		$508K Buy
30,000
+14,200
+90% +$240K 0.17% 127
2025
Q3 		$267K Buy
15,800
+3,370
+27% +$56.7K 0.09% 201
2025
Q2 		$209K Buy
+12,430
New +$206K 0.08% 220

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 $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $10.9B AUM 18.41% 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

Prosperity Wealth Management's BSCU Position: Q4 2025 in Review

Prosperity Wealth Management increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 90% in Q4 2025, buying an estimated $240K and bringing the position to 30,000 shares worth $508K. The position accounts for 0.17% of the portfolio, ranked #127.

Prosperity Wealth Management first reported a position in BSCU in Q2 2025 and has held it in 3 quarters since. 274 funds tracked by Wall St. Rank hold BSCU as of Q4 2025.

  • Prosperity Wealth Management held 30,000 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $508K as of Q4 2025.
  • Prosperity Wealth Management bought 14,200 Invesco BulletShares 2030 Corporate Bond ETF shares in Q4 2025, an estimated $240K.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 0.17% of Prosperity Wealth Management's portfolio in Q4 2025, its #127 holding.
  • Prosperity Wealth Management first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q2 2025 and has held it in 3 quarters since.
  • 274 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.