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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
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 $1.66T AUM 25.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Roundview Capital's BSCU Position: Q1 2026 in Review

Roundview Capital held its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) position steady in Q1 2026 at 28,054 shares worth $469K. The position accounts for 0.03% of the portfolio, ranked #271.

Roundview Capital first reported a position in BSCU in Q4 2025 and has held it in 2 quarters since. The position peaked at $475K in Q4 2025. 299 funds tracked by Wall St. Rank hold BSCU as of Q1 2026.

  • Roundview Capital held 28,054 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $469K as of Q1 2026.
  • Roundview Capital left its Invesco BulletShares 2030 Corporate Bond ETF share count unchanged in Q1 2026.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 0.03% of Roundview Capital's portfolio in Q1 2026, its #271 holding.
  • Roundview Capital first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Roundview Capital's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $475K in Q4 2025.
  • 299 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q1 2026.

Based on Roundview Capital's 13F filing for Q1 2026, filed 8 May 2026.