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

TLWM Financial’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
Q2 		$30.8M Buy
1,851,064
+45,401
+3% +$758K 5.01% 7
2026
Q1 		$30.2M Buy
1,805,663
+148,434
+9% +$2.51M 5.44% 7
2025
Q4 		$28M Sell
1,657,229
-7,923
-0.5% -$134K 5.13% 6
2025
Q3 		$28.1M Buy
1,665,152
+16,747
+1% +$282K 5.06% 7
2025
Q2 		$27.7M Buy
1,648,405
+8,569
+0.5% +$142K 5.26% 7
2025
Q1 		$27.2M Buy
1,639,836
+34,702
+2% +$571K 5.44% 6
2024
Q4 		$26.3M Buy
1,605,134
+136,633
+9% +$2.26M 5.17% 6
2024
Q3 		$24.9M Buy
1,468,501
+55,549
+4% +$929K 5.05% 7
2024
Q2 		$23M Buy
1,412,952
+39,385
+3% +$638K 4.94% 7
2024
Q1 		$22.5M Buy
1,373,567
+104,549
+8% +$1.72M 5% 7
2023
Q4 		$21.1M Buy
1,269,018
+1,199,632
+1,729% +$19M 4.99% 7
2023
Q3 		$1.08M Buy
69,386
+2,301
+3% +$36.8K 0.29% 30
2023
Q2 		$1.09M Hold
67,085
– – 0.31% 30
2023
Q1 		$1.11M Buy
+67,085
New +$1.09M 0.35% 26
2022
Q3 		– Sell
-14,750
Closed -$242K – 54
2022
Q2 		$242K Hold
14,750
– – 0.09% 60
2022
Q1 		$263K Buy
+14,750
New +$272K 0.09% 62

Other funds holding BSCU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

TLWM Financial's BSCU Position: Q2 2026 in Review

TLWM Financial increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 2.5% in Q2 2026, buying an estimated $758K and bringing the position to 1,851,064 shares worth $30.8M. The position accounts for 5.01% of the portfolio, ranked #7.

TLWM Financial first reported a position in BSCU in Q1 2022 and has held it in 16 quarters since. 309 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

  • TLWM Financial held 1,851,064 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $30.8M as of Q2 2026.
  • TLWM Financial bought 45,401 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $758K.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 5.01% of TLWM Financial's portfolio in Q2 2026, its #7 holding.
  • TLWM Financial first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q1 2022 and has held it in 16 quarters since.
  • 309 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on TLWM Financial's 13F filing for Q2 2026, filed 7 Jul 2026.