Advisors Boost Stakes in Invesco BulletShares With Fresh Multi‑Million‑Dollar Buys

Overview

• Howard Wealth Management disclosed buying 158,863 shares of the Invesco BulletShares 2030 Corporate Bond ETF (BSCU), an estimated $2.69 million purchase in a January 29 SEC filing.
• Kirr Marbach reported a new position of 653,537 BSCU shares valued at roughly $11.06 million, according to a January 26 filing that put the stake at 2.11% of reported 13F assets.
• Earlier filings showed Lantz Financial adding 270,586 shares of the BulletShares 2027 Corporate Bond ETF (BSCR) for about $5.34 million and Ledgewood Wealth Advisors buying 204,172 BSCR shares for approximately $4.03 million.
• The cluster of buys centers on 2027 and 2030 tranches that give targeted exposure to investment‑grade corporate bonds maturing in specific years, a common laddering approach.
• Dollar values cited in the disclosures are estimates derived from average quarterly closing share prices, a standard method used in the reported filings.