Wilbanks Smith & Thomas Asset Management’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Wilbanks Smith & Thomas Asset 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
2024 Q1	$38.7M	Buy	2,358,486 +941,535	+66%	+$15.4M	1.08%	22
2023 Q4	$23.6M	Buy	1,416,951 +1,389,853	+5,129%	+$22.1M	0.72%	26
2023 Q3	$422K	Hold	27,098	–	–	0.01%	338
2023 Q2	$439K	Buy	+27,098	New	+$443K	0.01%	344

Other funds holding BSCU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return

Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return