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Sagespring Wealth Partners’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Sagespring Wealth Partners’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
-40,929
Closed -$670K – 657
2024
Q4 		$670K Buy
+40,929
New +$678K 0.02% 285

Other funds holding BSCU

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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

Sagespring Wealth Partners's BSCU Position: Q1 2025 in Review

Sagespring Wealth Partners sold out of Invesco BulletShares 2030 Corporate Bond ETF (BSCU) in Q1 2025, closing a stake of 40,929 shares — an estimated $670K sold.

Sagespring Wealth Partners first reported a position in BSCU in Q4 2024 and held it in 1 quarter. The position peaked at $670K in Q4 2024. 203 funds tracked by Wall St. Rank hold BSCU as of Q1 2025.

  • Sagespring Wealth Partners reported no remaining Invesco BulletShares 2030 Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Sagespring Wealth Partners sold 40,929 Invesco BulletShares 2030 Corporate Bond ETF shares in Q1 2025, an estimated $670K.
  • Sagespring Wealth Partners first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2024 and held it in 1 quarter.
  • Sagespring Wealth Partners's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $670K in Q4 2024.
  • 203 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q1 2025.

Based on Sagespring Wealth Partners's 13F filing for Q1 2025, filed 17 Apr 2025.