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ProVise Management Group’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

ProVise Management Group’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 		$6.26M Buy
374,385
+146,820
+65% +$2.48M 0.45% 62
2025
Q4 		$3.85M Buy
227,565
+205,505
+932% +$3.48M 0.27% 72
2025
Q3 		$373K Buy
+22,060
New +$371K 0.03% 190

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ProVise Management Group's BSCU Position: Q1 2026 in Review

ProVise Management Group increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 65% in Q1 2026, buying an estimated $2.48M and bringing the position to 374,385 shares worth $6.26M. The position accounts for 0.45% of the portfolio, ranked #62.

ProVise Management Group first reported a position in BSCU in Q3 2025 and has held it in 3 quarters since. 299 funds tracked by Wall St. Rank hold BSCU as of Q1 2026.

  • ProVise Management Group held 374,385 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $6.26M as of Q1 2026.
  • ProVise Management Group bought 146,820 Invesco BulletShares 2030 Corporate Bond ETF shares in Q1 2026, an estimated $2.48M.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 0.45% of ProVise Management Group's portfolio in Q1 2026, its #62 holding.
  • ProVise Management Group first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 299 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q1 2026.

Based on ProVise Management Group's 13F filing for Q1 2026, filed 7 May 2026.