Unified Investment Management’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Unified Investment Management’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 Q3	$292K	Buy	18,080 +4,510	+33%	+$74.3K	0.26%	109
2026 Q2	$226K	Hold	13,570	–	–	0.21%	134
2026 Q1	$227K	Hold	13,570	–	–	0.23%	123
2025 Q4	$230K	Hold	13,570	–	–	0.23%	122
2025 Q3	$229K	Buy	13,570 +1,670	+14%	+$28.1K	0.23%	121
2025 Q2	$200K	Hold	11,900	–	–	0.21%	121
2025 Q1	$197K	Hold	11,900	–	–	0.23%	113
2024 Q4	$195K	Buy	+11,900	New	+$197K	0.22%	109

Other funds holding BSCU

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return

CICC

Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return

WMWM

Wilkins Miller Wealth Management Mobile, Alabama $177M AUM 10.51% 1-Year Est. Return

WIM

Waycross Investment Management Bellingham, Washington $124M AUM 12.41% 1-Year Est. Return

DWML

Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return

LWA

Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return

SEEDPG

S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return

HWM

Horizons Wealth Management Asheville, North Carolina $160M AUM

RSC

Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return

Unified Investment Management's BSCU Position: Q3 2026 in Review

Unified Investment Management increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 33% in Q3 2026, buying an estimated $74.3K and bringing the position to 18,080 shares worth $292K. The position accounts for 0.26% of the portfolio, ranked #109.

Unified Investment Management first reported a position in BSCU in Q4 2024 and has held it in 8 quarters since. 45 funds tracked by Wall St. Rank hold BSCU as of Q3 2026.

Unified Investment Management held 18,080 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $292K as of Q3 2026.
Unified Investment Management bought 4,510 Invesco BulletShares 2030 Corporate Bond ETF shares in Q3 2026, an estimated $74.3K.
Invesco BulletShares 2030 Corporate Bond ETF made up 0.26% of Unified Investment Management's portfolio in Q3 2026, its #109 holding.
Unified Investment Management first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2024 and has held it in 8 quarters since.
45 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q3 2026.

Based on Unified Investment Management's 13F filing for Q3 2026, filed 14 Oct 2026.