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Segment Wealth Management’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Segment Wealth 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
2026
Q2 		$946K Buy
56,805
+1,150
+2% +$19.2K 0.05% 179
2026
Q1 		$931K Buy
55,655
+3,985
+8% +$67.3K 0.05% 173
2025
Q4 		$874K Hold
51,670
– – 0.05% 179
2025
Q3 		$873K Hold
51,670
– – 0.05% 176
2025
Q2 		$867K Buy
51,670
+1,400
+3% +$23.2K 0.06% 169
2025
Q1 		$834K Buy
50,270
+800
+2% +$13.2K 0.06% 167
2024
Q4 		$810K Buy
49,470
+21,705
+78% +$360K 0.06% 164
2024
Q3 		$471K Buy
27,765
+2,245
+9% +$37.5K 0.03% 191
2024
Q2 		$415K Hold
25,520
– – 0.03% 193
2024
Q1 		$418K Buy
+25,520
New +$419K 0.03% 190

Other funds holding BSCU

HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
WMWM
Wilkins Miller Wealth Management Mobile, Alabama $182M AUM 16.66% 1-Year Est. Return
WIM
Waycross Investment Management Bellingham, Washington $131M AUM 16.58% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return

Segment Wealth Management's BSCU Position: Q2 2026 in Review

Segment Wealth Management increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 2.1% in Q2 2026, buying an estimated $19.2K and bringing the position to 56,805 shares worth $946K. The position accounts for 0.05% of the portfolio, ranked #179.

Segment Wealth Management first reported a position in BSCU in Q1 2024 and has held it in 10 quarters since. 89 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

  • Segment Wealth Management held 56,805 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $946K as of Q2 2026.
  • Segment Wealth Management bought 1,150 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $19.2K.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 0.05% of Segment Wealth Management's portfolio in Q2 2026, its #179 holding.
  • Segment Wealth Management first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 89 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.