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True Wealth Design’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

True Wealth Design’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
Q4 		– Sell
-760
Closed -$12.8K – 2601
2025
Q3 		$12.8K Buy
+760
New +$12.8K ﹤0.01% 750

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
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
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

True Wealth Design's BSCU Position: Q4 2025 in Review

True Wealth Design sold out of Invesco BulletShares 2030 Corporate Bond ETF (BSCU) in Q4 2025, closing a stake of 760 shares — an estimated $12.8K sold.

True Wealth Design first reported a position in BSCU in Q3 2025 and held it in 1 quarter. The position peaked at $12.8K in Q3 2025. 274 funds tracked by Wall St. Rank hold BSCU as of Q4 2025.

  • True Wealth Design reported no remaining Invesco BulletShares 2030 Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • True Wealth Design sold 760 Invesco BulletShares 2030 Corporate Bond ETF shares in Q4 2025, an estimated $12.8K.
  • True Wealth Design first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q3 2025 and held it in 1 quarter.
  • True Wealth Design's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $12.8K in Q3 2025.
  • 274 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.