Roundview Capital
BSCU icon

Roundview Capital’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Roundview Capital’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 		$823K Sell
51,020
-2,405
-5% -$39.6K 0.05% 230
2026
Q2 		$889K Buy
53,425
+25,371
+90% +$424K 0.05% 228
2026
Q1 		$469K Hold
28,054
– – 0.03% 271
2025
Q4 		$475K Buy
+28,054
New +$475K 0.03% 260

Other funds holding BSCU

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $15.9B AUM 16.28% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
Atlantic Union Bankshares
Atlantic Union Bankshares Glen Allen, Virginia $6.11B AUM 17.62% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Fusion Family Wealth
Fusion Family Wealth Woodbury, New York $1.51B AUM 14.66% 1-Year Est. Return

Roundview Capital's BSCU Position: Q3 2026 in Review

Roundview Capital reduced its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 4.5% in Q3 2026, selling an estimated $39.6K and leaving 51,020 shares worth $823K. The position accounts for 0.05% of the portfolio, ranked #230.

Roundview Capital first reported a position in BSCU in Q4 2025 and has held it in 4 quarters since. The position peaked at $889K in Q2 2026. 293 funds tracked by Wall St. Rank hold BSCU as of Q3 2026.

  • Roundview Capital held 51,020 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $823K as of Q3 2026.
  • Roundview Capital sold 2,405 Invesco BulletShares 2030 Corporate Bond ETF shares in Q3 2026, an estimated $39.6K.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 0.05% of Roundview Capital's portfolio in Q3 2026, its #230 holding.
  • Roundview Capital first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Roundview Capital's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $889K in Q2 2026.
  • 293 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q3 2026.

Based on Roundview Capital's 13F filing for Q3 2026, filed 10 Nov 2026.