XY Planning Network’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

XY Planning Network’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	$516K	Buy	31,959 +12,472	+64%	+$206K	0.06%	230
2026 Q2	$324K	Buy	19,487 +222	+1%	+$3.71K	0.04%	280
2026 Q1	$322K	Sell	19,265 -37,101	-66%	-$626K	0.05%	225
2025 Q4	$954K	Buy	+56,366	New	+$954K	0.17%	125

Other funds holding BSCU

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 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

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

Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return

Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return

Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return

Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $372M AUM 14.86% 1-Year Est. Return

Cornerstone Planning Charlotte, North Carolina $487M AUM 16.17% 1-Year Est. Return

XY Planning Network's BSCU Position: Q3 2026 in Review

XY Planning Network increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 64% in Q3 2026, buying an estimated $206K and bringing the position to 31,959 shares worth $516K. The position accounts for 0.06% of the portfolio, ranked #230.

XY Planning Network first reported a position in BSCU in Q4 2025 and has held it in 4 quarters since. The position peaked at $954K in Q4 2025. 148 funds tracked by Wall St. Rank hold BSCU as of Q3 2026.

XY Planning Network held 31,959 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $516K as of Q3 2026.
XY Planning Network bought 12,472 Invesco BulletShares 2030 Corporate Bond ETF shares in Q3 2026, an estimated $206K.
Invesco BulletShares 2030 Corporate Bond ETF made up 0.06% of XY Planning Network's portfolio in Q3 2026, its #230 holding.
XY Planning Network first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2025 and has held it in 4 quarters since.
XY Planning Network's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $954K in Q4 2025.
148 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.