Rossby Financial’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Rossby Financial’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 Q3	$59K	Buy	3,654 +537	+17%	+$8.85K	0.01%	867
2026 Q2	$51.9K	Buy	3,117 +1,599	+105%	+$26.7K	0.01%	684
2026 Q1	$25.4K	Buy	1,518 +673	+80%	+$11.4K	0.01%	930
2025 Q4	$14.3K	Sell	845 -611	-42%	-$10.3K	﹤0.01%	823
2025 Q3	$24.7K	Hold	1,456	–	–	0.01%	671
2025 Q2	$24.4K	Hold	1,456	–	–	0.01%	613
2025 Q1	$24.2K	Buy	+1,456	New	+$24K	0.01%	583

Other funds holding BSCU

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Fusion Family Wealth Woodbury, New York $1.51B AUM 14.66% 1-Year Est. Return

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return

Rossby Financial's BSCU Position: Q3 2026 in Review

Rossby Financial increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 17% in Q3 2026, buying an estimated $8.85K and bringing the position to 3,654 shares worth $59K. The position accounts for 0.01% of the portfolio, ranked #867.

Rossby Financial first reported a position in BSCU in Q1 2025 and has held it in 7 quarters since. 196 funds tracked by Wall St. Rank hold BSCU as of Q3 2026.

Rossby Financial held 3,654 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $59K as of Q3 2026.
Rossby Financial bought 537 Invesco BulletShares 2030 Corporate Bond ETF shares in Q3 2026, an estimated $8.85K.
Invesco BulletShares 2030 Corporate Bond ETF made up 0.01% of Rossby Financial's portfolio in Q3 2026, its #867 holding.
Rossby Financial first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q1 2025 and has held it in 7 quarters since.
196 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q3 2026.

Based on Rossby Financial's 13F filing for Q3 2026, filed 5 Nov 2026.