Somerset Trust’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Somerset Trust’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	$188K	Buy	+11,308	New	+$189K	0.05%	181

Other funds holding BSCU

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

Waycross Investment Management Bellingham, Washington $131M AUM 16.58% 1-Year Est. Return

Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return

BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

Howard Wealth Management Madison, Connecticut $270M AUM 19.06% 1-Year Est. Return

Somerset Trust's BSCU Position: Q2 2026 in Review

Somerset Trust opened a new position in Invesco BulletShares 2030 Corporate Bond ETF (BSCU) in Q2 2026: 11,308 shares worth $188K. The stake represents 0.05% of the portfolio and ranks #181 among its holdings.

79 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

Somerset Trust held 11,308 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $188K as of Q2 2026.
Invesco BulletShares 2030 Corporate Bond ETF was a new Somerset Trust position in Q2 2026.
Invesco BulletShares 2030 Corporate Bond ETF made up 0.05% of Somerset Trust's portfolio in Q2 2026, its #181 holding.
79 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on Somerset Trust's 13F filing for Q2 2026, filed 6 Jul 2026.