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Siligmueller & Norvid Wealth Advisors’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Siligmueller & Norvid Wealth Advisors’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
Q3 		– Sell
-24,955
Closed -$417K – 167
2025
Q2 		$417K Sell
24,955
-31,441
-56% -$521K 0.16% 77
2025
Q1 		$936K Buy
+56,396
New +$928K 0.4% 44

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Morgan Stanley New York $1.66T AUM 25.57% 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
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's BSCU Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors sold out of Invesco BulletShares 2030 Corporate Bond ETF (BSCU) in Q3 2025, closing a stake of 24,955 shares — an estimated $417K sold.

Siligmueller & Norvid Wealth Advisors first reported a position in BSCU in Q1 2025 and held it in 2 quarters. The position peaked at $936K in Q1 2025. 236 funds tracked by Wall St. Rank hold BSCU as of Q3 2025.

  • Siligmueller & Norvid Wealth Advisors reported no remaining Invesco BulletShares 2030 Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Siligmueller & Norvid Wealth Advisors sold 24,955 Invesco BulletShares 2030 Corporate Bond ETF shares in Q3 2025, an estimated $417K.
  • Siligmueller & Norvid Wealth Advisors first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q1 2025 and held it in 2 quarters.
  • Siligmueller & Norvid Wealth Advisors's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $936K in Q1 2025.
  • 236 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.