Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Wealth Enhancement Advisory Services’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	$1.74M	Buy	104,738 +6,021	+6%	+$101K	﹤0.01%	1672
2026 Q1	$1.65M	Sell	98,717 -109,428	-53%	-$1.85M	﹤0.01%	1502
2025 Q4	$3.53M	Buy	208,145 +37,819	+22%	+$640K	﹤0.01%	1200
2025 Q3	$2.88M	Buy	170,326 +5,957	+4%	+$100K	﹤0.01%	1243
2025 Q2	$2.75M	Buy	164,369 +11,766	+8%	+$195K	﹤0.01%	1202
2025 Q1	$2.53M	Buy	152,603 +22,401	+17%	+$369K	﹤0.01%	1131
2024 Q4	$2.13M	Buy	130,202 +13,535	+12%	+$224K	﹤0.01%	1150
2024 Q3	$1.98M	Buy	116,667 +40,229	+53%	+$673K	﹤0.01%	1056
2024 Q2	$1.24M	Buy	+76,438	New	+$1.24M	﹤0.01%	1180

Other funds holding BSCU

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

Waycross Investment Management Bellingham, Washington $131M AUM 16.58% 1-Year Est. Return

Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return

Infinity Wealth Counsel Loveland, Ohio $124M AUM 13.55% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return