River Wealth Advisors’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

River Wealth Advisors’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	$1.37M	Buy	82,160 +7,360	+10%	+$124K	0.16%	93
2025 Q4	$1.27M	Buy	74,800 +3,506	+5%	+$59.4K	0.14%	97
2025 Q3	$1.2M	Buy	71,294 +2,045	+3%	+$34.4K	0.14%	103
2025 Q2	$1.16M	Sell	69,249 -815	-1%	-$13.5K	0.14%	106
2025 Q1	$1.16M	Buy	70,064 +7,853	+13%	+$129K	0.16%	97
2024 Q4	$1.02M	Buy	+62,211	New	+$1.03M	0.14%	111

Other funds holding BSCU

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 Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

River Wealth Advisors's BSCU Position: Q1 2026 in Review

River Wealth Advisors increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 9.8% in Q1 2026, buying an estimated $124K and bringing the position to 82,160 shares worth $1.37M. The position accounts for 0.16% of the portfolio, ranked #93.

River Wealth Advisors first reported a position in BSCU in Q4 2024 and has held it in 6 quarters since. 299 funds tracked by Wall St. Rank hold BSCU as of Q1 2026.

River Wealth Advisors held 82,160 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $1.37M as of Q1 2026.
River Wealth Advisors bought 7,360 Invesco BulletShares 2030 Corporate Bond ETF shares in Q1 2026, an estimated $124K.
Invesco BulletShares 2030 Corporate Bond ETF made up 0.16% of River Wealth Advisors's portfolio in Q1 2026, its #93 holding.
River Wealth Advisors first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
299 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q1 2026.

Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.