YANKCOM Partnership’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

YANKCOM Partnership’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	$206K	Sell	12,792 -2,958	-19%	-$48.7K	0.07%	144
2026 Q2	$262K	Hold	15,750	–	–	0.09%	133
2026 Q1	$263K	Hold	15,750	–	–	0.11%	128
2025 Q4	$266K	Buy	15,750 +3,550	+29%	+$60.1K	0.11%	129
2025 Q3	$206K	Hold	12,200	–	–	0.09%	133
2025 Q2	$205K	Buy	12,200 +2,400	+24%	+$39.8K	0.1%	133
2025 Q1	$163K	Buy	9,800 +1,520	+18%	+$25K	0.09%	136
2024 Q4	$136K	Buy	+8,280	New	+$137K	0.07%	140

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 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

YANKCOM Partnership's BSCU Position: Q3 2026 in Review

YANKCOM Partnership reduced its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 19% in Q3 2026, selling an estimated $48.7K and leaving 12,792 shares worth $206K. The position accounts for 0.07% of the portfolio, ranked #144.

YANKCOM Partnership first reported a position in BSCU in Q4 2024 and has held it in 8 quarters since. The position peaked at $266K in Q4 2025. 228 funds tracked by Wall St. Rank hold BSCU as of Q3 2026.

YANKCOM Partnership held 12,792 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $206K as of Q3 2026.
YANKCOM Partnership sold 2,958 Invesco BulletShares 2030 Corporate Bond ETF shares in Q3 2026, an estimated $48.7K.
Invesco BulletShares 2030 Corporate Bond ETF made up 0.07% of YANKCOM Partnership's portfolio in Q3 2026, its #144 holding.
YANKCOM Partnership first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2024 and has held it in 8 quarters since.
YANKCOM Partnership's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $266K in Q4 2025.
228 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q3 2026.

Based on YANKCOM Partnership's 13F filing for Q3 2026, filed 15 Oct 2026.