Strategic Family Wealth Counselors’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Strategic Family Wealth Counselors’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	$318K	Buy	19,043 +104	+0.5%	+$1.76K	0.08%	130
2025 Q4	$319K	Buy	18,939 +8,068	+74%	+$137K	0.07%	164
2025 Q3	$184K	Buy	+10,871	New	+$183K	0.05%	155

Other funds holding BSCU

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 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

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

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Strategic Family Wealth Counselors's BSCU Position: Q1 2026 in Review

Strategic Family Wealth Counselors increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 0.55% in Q1 2026, buying an estimated $1.76K and bringing the position to 19,043 shares worth $318K. The position accounts for 0.08% of the portfolio, ranked #130.

Strategic Family Wealth Counselors first reported a position in BSCU in Q3 2025 and has held it in 3 quarters since. The position peaked at $319K in Q4 2025. 299 funds tracked by Wall St. Rank hold BSCU as of Q1 2026.

Strategic Family Wealth Counselors held 19,043 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $318K as of Q1 2026.
Strategic Family Wealth Counselors bought 104 Invesco BulletShares 2030 Corporate Bond ETF shares in Q1 2026, an estimated $1.76K.
Invesco BulletShares 2030 Corporate Bond ETF made up 0.08% of Strategic Family Wealth Counselors's portfolio in Q1 2026, its #130 holding.
Strategic Family Wealth Counselors first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q3 2025 and has held it in 3 quarters since.
Strategic Family Wealth Counselors's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $319K in Q4 2025.
299 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.