Whitener Capital Management’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Whitener Capital 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 Q2	$1.8M	Buy	108,110 +57,540	+114%	+$961K	0.38%	56
2026 Q1	$845K	Buy	50,570 +35,872	+244%	+$606K	0.19%	92
2025 Q4	$249K	Buy	14,698 +1,916	+15%	+$32.4K	0.06%	150
2025 Q3	$216K	Buy	+12,782	New	+$215K	0.05%	161

Other funds holding BSCU

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

KMC

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

WIM

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

LWA

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

BWM

BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

IWC

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

Whitener Capital Management's BSCU Position: Q2 2026 in Review

Whitener Capital Management increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 114% in Q2 2026, buying an estimated $961K and bringing the position to 108,110 shares worth $1.8M. The position accounts for 0.38% of the portfolio, ranked #56.

Whitener Capital Management first reported a position in BSCU in Q3 2025 and has held it in 4 quarters since. 66 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

Whitener Capital Management held 108,110 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $1.8M as of Q2 2026.
Whitener Capital Management bought 57,540 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $961K.
Invesco BulletShares 2030 Corporate Bond ETF made up 0.38% of Whitener Capital Management's portfolio in Q2 2026, its #56 holding.
Whitener Capital Management first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
66 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on Whitener Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.