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Western Wealth Management’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Western Wealth 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
Q1 		$499K Hold
29,875
– – 0.02% 646
2025
Q4 		$505K Hold
29,875
– – 0.02% 515
2025
Q3 		$505K Buy
+29,875
New +$503K 0.03% 444

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
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 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

Western Wealth Management's BSCU Position: Q1 2026 in Review

Western Wealth Management held its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) position steady in Q1 2026 at 29,875 shares worth $499K. The position accounts for 0.02% of the portfolio, ranked #646.

Western Wealth Management first reported a position in BSCU in Q3 2025 and has held it in 3 quarters since. The position peaked at $505K in Q4 2025. 299 funds tracked by Wall St. Rank hold BSCU as of Q1 2026.

  • Western Wealth Management held 29,875 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $499K as of Q1 2026.
  • Western Wealth Management left its Invesco BulletShares 2030 Corporate Bond ETF share count unchanged in Q1 2026.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 0.02% of Western Wealth Management's portfolio in Q1 2026, its #646 holding.
  • Western Wealth Management first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Western Wealth Management's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $505K in Q4 2025.
  • 299 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.