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

Straight Path 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
Q1 		$4.54M Buy
271,731
+12,969
+5% +$219K 1.21% 14
2025
Q4 		$4.38M Buy
258,762
+22,703
+10% +$384K 1.18% 15
2025
Q3 		$3.99M Buy
236,059
+51,395
+28% +$865K 1.08% 17
2025
Q2 		$3.1M Buy
184,664
+42,386
+30% +$703K 1.05% 15
2025
Q1 		$2.36M Buy
142,278
+17,754
+14% +$292K 0.95% 16
2024
Q4 		$2.04M Buy
124,524
+12,131
+11% +$201K 0.81% 18
2024
Q3 		$1.91M Buy
112,393
+12,058
+12% +$202K 0.82% 18
2024
Q2 		$1.63M Buy
100,335
+23,355
+30% +$378K 0.84% 18
2024
Q1 		$1.26M Buy
76,980
+53,301
+225% +$874K 0.71% 23
2023
Q4 		$394K Buy
+23,679
New +$376K 0.23% 55

Other funds holding BSCU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Straight Path Wealth Management's BSCU Position: Q1 2026 in Review

Straight Path Wealth Management increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 5% in Q1 2026, buying an estimated $219K and bringing the position to 271,731 shares worth $4.54M. The position accounts for 1.21% of the portfolio, ranked #14.

Straight Path Wealth Management first reported a position in BSCU in Q4 2023 and has held it in 10 quarters since. 299 funds tracked by Wall St. Rank hold BSCU as of Q1 2026.

  • Straight Path Wealth Management held 271,731 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $4.54M as of Q1 2026.
  • Straight Path Wealth Management bought 12,969 Invesco BulletShares 2030 Corporate Bond ETF shares in Q1 2026, an estimated $219K.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 1.21% of Straight Path Wealth Management's portfolio in Q1 2026, its #14 holding.
  • Straight Path Wealth Management first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • 299 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q1 2026.

Based on Straight Path Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.