Straight Path Wealth Management
BSCU icon

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
Q3 		$4.64M Buy
287,287
+14,525
+5% +$239K 1.03% 18
2026
Q2 		$4.54M Buy
272,762
+1,031
+0.4% +$17.2K 1.06% 16
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

Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Fusion Family Wealth
Fusion Family Wealth Woodbury, New York $1.51B AUM 14.66% 1-Year Est. Return
TLWM Financial
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
MONECO Advisors
MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Foronjy Financial
Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return

Straight Path Wealth Management's BSCU Position: Q3 2026 in Review

Straight Path Wealth Management increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 5.3% in Q3 2026, buying an estimated $239K and bringing the position to 287,287 shares worth $4.64M. The position accounts for 1.03% of the portfolio, ranked #18.

Straight Path Wealth Management first reported a position in BSCU in Q4 2023 and has held it in 12 quarters since. 196 funds tracked by Wall St. Rank hold BSCU as of Q3 2026.

  • Straight Path Wealth Management held 287,287 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $4.64M as of Q3 2026.
  • Straight Path Wealth Management bought 14,525 Invesco BulletShares 2030 Corporate Bond ETF shares in Q3 2026, an estimated $239K.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 1.03% of Straight Path Wealth Management's portfolio in Q3 2026, its #18 holding.
  • Straight Path Wealth Management first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • 196 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q3 2026.

Based on Straight Path Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.