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Western Financial Corp’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Western Financial Corp’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 		$977K Buy
58,714
+4,538
+8% +$75.8K 0.29% 61
2026
Q1 		$906K Sell
54,176
-783
-1% -$13.2K 0.35% 59
2025
Q4 		$930K Buy
+54,959
New +$930K 0.37% 62

Other funds holding BSCU

HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
FF
Foronjy Financial Santa Barbara, California $272M AUM 15.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

Western Financial Corp's BSCU Position: Q2 2026 in Review

Western Financial Corp increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 8.4% in Q2 2026, buying an estimated $75.8K and bringing the position to 58,714 shares worth $977K. The position accounts for 0.29% of the portfolio, ranked #61.

Western Financial Corp first reported a position in BSCU in Q4 2025 and has held it in 3 quarters since. 159 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

  • Western Financial Corp held 58,714 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $977K as of Q2 2026.
  • Western Financial Corp bought 4,538 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $75.8K.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 0.29% of Western Financial Corp's portfolio in Q2 2026, its #61 holding.
  • Western Financial Corp first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 159 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on Western Financial Corp's 13F filing for Q2 2026, filed 22 Jul 2026.