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 Q3	$482K	Hold	29,875	–	–	0.02%	639
2026 Q2	$497K	Hold	29,875	–	–	0.02%	673
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

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Fusion Family Wealth Woodbury, New York $1.51B AUM 14.66% 1-Year Est. Return

Shufro Rose & Co New York $1.56B AUM 25.88% 1-Year Est. Return

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

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Western Wealth Management's BSCU Position: Q3 2026 in Review

Western Wealth Management held its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) position steady in Q3 2026 at 29,875 shares worth $482K. The position accounts for 0.02% of the portfolio, ranked #639.

Western Wealth Management first reported a position in BSCU in Q3 2025 and has held it in 5 quarters since. The position peaked at $505K in Q4 2025. 213 funds tracked by Wall St. Rank hold BSCU as of Q3 2026.

Western Wealth Management held 29,875 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $482K as of Q3 2026.
Western Wealth Management left its Invesco BulletShares 2030 Corporate Bond ETF share count unchanged in Q3 2026.
Invesco BulletShares 2030 Corporate Bond ETF made up 0.02% of Western Wealth Management's portfolio in Q3 2026, its #639 holding.
Western Wealth Management first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q3 2025 and has held it in 5 quarters since.
Western Wealth Management's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $505K in Q4 2025.
213 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q3 2026.

Based on Western Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.