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TruWealth Advisors’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

TruWealth Advisors’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 		$78.3M Buy
4,680,408
+131,629
+3% +$2.22M 3.76% 6
2025
Q4 		$77M Buy
4,548,779
+117,303
+3% +$1.99M 3.76% 6
2025
Q3 		$74.9M Buy
4,431,476
+547,539
+14% +$9.22M 3.79% 6
2025
Q2 		$65.2M Buy
3,883,937
+488,551
+14% +$8.1M 3.59% 7
2025
Q1 		$56.3M Buy
3,395,386
+117,223
+4% +$1.93M 3.4% 7
2024
Q4 		$53.7M Buy
3,278,163
+2,596,320
+381% +$43M 3.24% 6
2024
Q3 		$11.6M Buy
+681,843
New +$11.4M 0.71% 39

Other funds holding BSCU

Morgan Stanley
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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TruWealth Advisors's BSCU Position: Q1 2026 in Review

TruWealth Advisors increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 2.9% in Q1 2026, buying an estimated $2.22M and bringing the position to 4,680,408 shares worth $78.3M. The position accounts for 3.76% of the portfolio, ranked #6.

TruWealth Advisors first reported a position in BSCU in Q3 2024 and has held it in 7 quarters since. 299 funds tracked by Wall St. Rank hold BSCU as of Q1 2026.

  • TruWealth Advisors held 4,680,408 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $78.3M as of Q1 2026.
  • TruWealth Advisors bought 131,629 Invesco BulletShares 2030 Corporate Bond ETF shares in Q1 2026, an estimated $2.22M.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 3.76% of TruWealth Advisors's portfolio in Q1 2026, its #6 holding.
  • TruWealth Advisors first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • 299 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.