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Van Hulzen Asset Management’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Van Hulzen Asset 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
2025
Q1 		– Sell
-2,965
Closed -$48.5K – 403
2024
Q4 		$48.5K Buy
+2,965
New +$49.1K ﹤0.01% 507

Other funds holding BSCU

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Van Hulzen Asset Management's BSCU Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Invesco BulletShares 2030 Corporate Bond ETF (BSCU) in Q1 2025, closing a stake of 2,965 shares — an estimated $48.5K sold.

Van Hulzen Asset Management first reported a position in BSCU in Q4 2024 and held it in 1 quarter. The position peaked at $48.5K in Q4 2024. 203 funds tracked by Wall St. Rank hold BSCU as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining Invesco BulletShares 2030 Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 2,965 Invesco BulletShares 2030 Corporate Bond ETF shares in Q1 2025, an estimated $48.5K.
  • Van Hulzen Asset Management first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2024 and held it in 1 quarter.
  • Van Hulzen Asset Management's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $48.5K in Q4 2024.
  • 203 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.