TF
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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

HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
WIM
Waycross Investment Management Bellingham, Washington $131M AUM 16.58% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
IWC
Infinity Wealth Counsel Loveland, Ohio $124M AUM 13.55% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 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. 66 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.
  • 66 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.