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Richmond Investment Services’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Richmond Investment Services’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
Q1 		– Sell
-156,023
Closed -$2.55M – 112
2024
Q4 		$2.55M Buy
+156,023
New +$2.59M 1.43% 16

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Richmond Investment Services's BSCU Position: Q1 2025 in Review

Richmond Investment Services sold out of Invesco BulletShares 2030 Corporate Bond ETF (BSCU) in Q1 2025, closing a stake of 156,023 shares — an estimated $2.55M sold.

Richmond Investment Services first reported a position in BSCU in Q4 2024 and held it in 1 quarter. The position peaked at $2.55M in Q4 2024. 203 funds tracked by Wall St. Rank hold BSCU as of Q1 2025.

  • Richmond Investment Services reported no remaining Invesco BulletShares 2030 Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Richmond Investment Services sold 156,023 Invesco BulletShares 2030 Corporate Bond ETF shares in Q1 2025, an estimated $2.55M.
  • Richmond Investment Services first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2024 and held it in 1 quarter.
  • Richmond Investment Services's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $2.55M in Q4 2024.
  • 203 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q1 2025.

Based on Richmond Investment Services's 13F filing for Q1 2025, filed 14 May 2025.