Secure Asset Management’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Secure Asset Management’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 Q2	–	Sell	-68,371	Closed	-$1.13M	–	320
2025 Q1	$1.13M	Sell	68,371 -103,506	-60%	-$1.7M	0.23%	116
2024 Q4	$2.81M	Buy	171,877 +27,493	+19%	+$456K	0.43%	52
2024 Q3	$2.45M	Buy	144,384 +10,007	+7%	+$167K	0.41%	53
2024 Q2	$2.18M	Buy	134,377 +4,508	+3%	+$73K	0.41%	51
2024 Q1	$2.13M	Buy	129,869 +13,139	+11%	+$216K	0.5%	43
2023 Q4	$1.94M	Buy	+116,730	New	+$1.85M	0.52%	46

Other funds holding BSCU

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Secure Asset Management's BSCU Position: Q2 2025 in Review

Secure Asset Management sold out of Invesco BulletShares 2030 Corporate Bond ETF (BSCU) in Q2 2025, closing a stake of 68,371 shares — an estimated $1.13M sold.

Secure Asset Management first reported a position in BSCU in Q4 2023 and held it in 6 quarters. The position peaked at $2.81M in Q4 2024. 216 funds tracked by Wall St. Rank hold BSCU as of Q2 2025.

Secure Asset Management reported no remaining Invesco BulletShares 2030 Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Secure Asset Management sold 68,371 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2025, an estimated $1.13M.
Secure Asset Management first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2023 and held it in 6 quarters.
Secure Asset Management's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $2.81M in Q4 2024.
216 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2025.

Based on Secure Asset Management's 13F filing for Q2 2025, filed 10 Jul 2025.