Somerset Trust
BSCU icon

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
Q3 		$275K Buy
17,056
+5,748
+51% +$94.7K 0.08% 146
2026
Q2 		$188K Buy
+11,308
New +$189K 0.05% 181

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Foronjy Financial
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Capital Investment Counsel (Colorado)
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return
Kirr Marbach & Co
Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $372M AUM 14.86% 1-Year Est. Return
Cornerstone Planning
Cornerstone Planning Charlotte, North Carolina $487M AUM 16.17% 1-Year Est. Return
Marietta Wealth Management
Marietta Wealth Management Marietta, Georgia $945M AUM 19.14% 1-Year Est. Return

Somerset Trust's BSCU Position: Q3 2026 in Review

Somerset Trust increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 51% in Q3 2026, buying an estimated $94.7K and bringing the position to 17,056 shares worth $275K. The position accounts for 0.08% of the portfolio, ranked #146.

Somerset Trust first reported a position in BSCU in Q2 2026 and has held it in 2 quarters since. 134 funds tracked by Wall St. Rank hold BSCU as of Q3 2026.

  • Somerset Trust held 17,056 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $275K as of Q3 2026.
  • Somerset Trust bought 5,748 Invesco BulletShares 2030 Corporate Bond ETF shares in Q3 2026, an estimated $94.7K.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 0.08% of Somerset Trust's portfolio in Q3 2026, its #146 holding.
  • Somerset Trust first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 134 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q3 2026.

Based on Somerset Trust's 13F filing for Q3 2026, filed 13 Oct 2026.