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Strategic Financial Concepts’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Strategic Financial Concepts’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
Q2 		– Sell
-91,129
Closed -$1.51M – 295
2025
Q1 		$1.51M Buy
91,129
+22,459
+33% +$370K 0.28% 71
2024
Q4 		$1.12M Buy
68,670
+39,511
+136% +$655K 0.22% 99
2024
Q3 		$494K Sell
29,159
-321,752
-92% -$5.38M 0.16% 120
2024
Q2 		$376K Buy
350,911
+322,113
+1,119% +$5.22M 0.22% 90
2024
Q1 		$472K Buy
28,798
+5,672
+25% +$93K 0.11% 169
2023
Q4 		$385K Buy
23,126
+3,627
+19% +$57.5K 0.23% 87
2023
Q3 		$304K Buy
+19,499
New +$312K 0.1% 180

Other funds holding BSCU

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Strategic Financial Concepts's BSCU Position: Q2 2025 in Review

Strategic Financial Concepts sold out of Invesco BulletShares 2030 Corporate Bond ETF (BSCU) in Q2 2025, closing a stake of 91,129 shares — an estimated $1.51M sold.

Strategic Financial Concepts first reported a position in BSCU in Q3 2023 and held it in 7 quarters. The position peaked at $1.51M in Q1 2025. 216 funds tracked by Wall St. Rank hold BSCU as of Q2 2025.

  • Strategic Financial Concepts reported no remaining Invesco BulletShares 2030 Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Strategic Financial Concepts sold 91,129 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2025, an estimated $1.51M.
  • Strategic Financial Concepts first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q3 2023 and held it in 7 quarters.
  • Strategic Financial Concepts's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $1.51M in Q1 2025.
  • 216 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2025.

Based on Strategic Financial Concepts's 13F filing for Q2 2025, filed 5 Aug 2025.