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Retirement Income Solutions’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Retirement Income Solutions’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
2024
Q4 		– Sell
-11,941
Closed -$202K – 150
2024
Q3 		$202K Hold
11,941
– – 0.05% 141
2024
Q2 		$194K Hold
11,941
– – 0.05% 138
2024
Q1 		$196K Hold
11,941
– – 0.04% 152
2023
Q4 		$199K Buy
+11,941
New +$189K 0.05% 141

Other funds holding BSCU

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Retirement Income Solutions's BSCU Position: Q4 2024 in Review

Retirement Income Solutions sold out of Invesco BulletShares 2030 Corporate Bond ETF (BSCU) in Q4 2024, closing a stake of 11,941 shares — an estimated $202K sold.

Retirement Income Solutions first reported a position in BSCU in Q4 2023 and held it in 4 quarters. The position peaked at $202K in Q3 2024. 201 funds tracked by Wall St. Rank hold BSCU as of Q4 2024.

  • Retirement Income Solutions reported no remaining Invesco BulletShares 2030 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Retirement Income Solutions sold 11,941 Invesco BulletShares 2030 Corporate Bond ETF shares in Q4 2024, an estimated $202K.
  • Retirement Income Solutions first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2023 and held it in 4 quarters.
  • Retirement Income Solutions's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $202K in Q3 2024.
  • 201 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q4 2024.

Based on Retirement Income Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.