Ledgewood Wealth Advisors LLC Has $2.88 Million Holdings in Invesco BulletShares 2030 Corporate Bond ETF $BSCU

Ledgewood Wealth Advisors LLC raised its stake in Invesco BulletShares 2030 Corporate Bond ETF (NASDAQ:BSCU) by 36.1% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 170,183 shares of the company’s stock after buying an additional 45,154 shares during the quarter. Invesco BulletShares 2030 Corporate Bond ETF accounts for about 1.7% of Ledgewood Wealth Advisors LLC’s portfolio, making the stock its 18th largest position. Ledgewood Wealth Advisors LLC’s holdings in Invesco BulletShares 2030 Corporate Bond ETF were worth $2,876,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Tradewinds Capital Management LLC bought a new stake in shares of Invesco BulletShares 2030 Corporate Bond ETF in the 3rd quarter valued at about $18,722,000. Lido Advisors LLC boosted its stake in Invesco BulletShares 2030 Corporate Bond ETF by 14.5% during the 2nd quarter. Lido Advisors LLC now owns 4,765,827 shares of the company’s stock worth $79,971,000 after acquiring an additional 602,351 shares during the last quarter. TruWealth Advisors LLC grew its holdings in Invesco BulletShares 2030 Corporate Bond ETF by 14.1% during the third quarter. TruWealth Advisors LLC now owns 4,431,476 shares of the company’s stock valued at $74,892,000 after purchasing an additional 547,539 shares during the period. Central Valley Advisors LLC bought a new stake in Invesco BulletShares 2030 Corporate Bond ETF in the third quarter valued at approximately $8,829,000. Finally, Invesco Ltd. increased its stake in Invesco BulletShares 2030 Corporate Bond ETF by 16.7% in the second quarter. Invesco Ltd. now owns 3,159,364 shares of the company’s stock valued at $53,014,000 after purchasing an additional 451,431 shares in the last quarter.

Invesco BulletShares 2030 Corporate Bond ETF Price Performance

Shares of NASDAQ BSCU opened at $16.92 on Friday. Invesco BulletShares 2030 Corporate Bond ETF has a twelve month low of $16.17 and a twelve month high of $17.06. The company’s fifty day moving average is $16.92 and its 200-day moving average is $16.88.

Invesco BulletShares 2030 Corporate Bond ETF Cuts Dividend

The firm also recently announced a monthly dividend, which was paid on Friday, December 26th. Shareholders of record on Monday, December 22nd were paid a $0.063 dividend. This represents a c) dividend on an annualized basis and a yield of 4.5%. The ex-dividend date of this dividend was Monday, December 22nd.

About Invesco BulletShares 2030 Corporate Bond ETF

The Invesco BulletShares 2030 Corporate Bond ETF (BSCU) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund tracks a market-value-weighted index of USD-denominated corporate investment grade bonds with effective maturities in 2030. BSCU was launched on Sep 16, 2020 and is managed by Invesco.