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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
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

HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
TF
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
FF
Foronjy Financial Santa Barbara, California $272M AUM 15.08% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

XY Planning Network's BSCU Position: Q2 2026 in Review

XY Planning Network increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 1.2% in Q2 2026, buying an estimated $3.71K and bringing the position to 19,487 shares worth $324K. The position accounts for 0.04% of the portfolio, ranked #280.

XY Planning Network first reported a position in BSCU in Q4 2025 and has held it in 3 quarters since. The position peaked at $954K in Q4 2025. 112 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

  • XY Planning Network held 19,487 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $324K as of Q2 2026.
  • XY Planning Network bought 222 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $3.71K.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 0.04% of XY Planning Network's portfolio in Q2 2026, its #280 holding.
  • XY Planning Network first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • XY Planning Network's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $954K in Q4 2025.
  • 112 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.