Sterling Financial Group’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Sterling Financial Group’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	$457K	Buy	27,034 +14,593	+117%	+$246K	0.14%	53
2025 Q2	$209K	Sell	12,441 -1,337	-10%	-$22.2K	0.07%	68
2025 Q1	$229K	Sell	13,778 -530	-4%	-$8.72K	0.08%	59
2024 Q4	$234K	Hold	14,308	–	–	0.09%	61
2024 Q3	$243K	Sell	14,308 -1,320	-8%	-$22.1K	0.1%	60
2024 Q2	$254K	Sell	15,628 -2,444	-14%	-$39.6K	0.12%	56
2024 Q1	$296K	Buy	18,072 +286	+2%	+$4.69K	0.14%	52
2023 Q4	$296K	Hold	17,786	–	–	0.18%	49
2023 Q3	$277K	Buy	17,786 +2,150	+14%	+$34.3K	0.17%	50
2023 Q2	$253K	Buy	+15,636	New	+$256K	0.17%	53

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Sterling Financial Group's BSCU Position: Q3 2025 in Review

Sterling Financial Group increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 117% in Q3 2025, buying an estimated $246K and bringing the position to 27,034 shares worth $457K. The position accounts for 0.14% of the portfolio, ranked #53.

Sterling Financial Group first reported a position in BSCU in Q2 2023 and has held it in 10 quarters since. 236 funds tracked by Wall St. Rank hold BSCU as of Q3 2025.

Sterling Financial Group held 27,034 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $457K as of Q3 2025.
Sterling Financial Group bought 14,593 Invesco BulletShares 2030 Corporate Bond ETF shares in Q3 2025, an estimated $246K.
Invesco BulletShares 2030 Corporate Bond ETF made up 0.14% of Sterling Financial Group's portfolio in Q3 2025, its #53 holding.
Sterling Financial Group first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q2 2023 and has held it in 10 quarters since.
236 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q3 2025.

Based on Sterling Financial Group's 13F filing for Q3 2025, filed 17 Nov 2025.