AA Financial Advisors’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

AA Financial Advisors’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	$1.27M	Buy	76,358 +3,325	+5%	+$55.5K	0.15%	98
2026 Q1	$1.22M	Buy	73,033 +41,115	+129%	+$694K	0.17%	99
2025 Q4	$540K	Buy	31,918 +668	+2%	+$11.3K	0.1%	121
2025 Q3	$528K	Hold	31,250	–	–	0.1%	110
2025 Q2	$524K	Sell	31,250 -32,331	-51%	-$536K	0.11%	108
2025 Q1	$1.05M	Hold	63,581	–	–	0.26%	68
2024 Q4	$1.04M	Buy	63,581 +32,331	+103%	+$536K	0.28%	65
2024 Q3	$530K	Hold	31,250	–	–	0.15%	97
2024 Q2	$508K	Buy	+31,250	New	+$506K	0.18%	97

Other funds holding BSCU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

AA Financial Advisors's BSCU Position: Q2 2026 in Review

AA Financial Advisors increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 4.6% in Q2 2026, buying an estimated $55.5K and bringing the position to 76,358 shares worth $1.27M. The position accounts for 0.15% of the portfolio, ranked #98.

AA Financial Advisors first reported a position in BSCU in Q2 2024 and has held it in 9 quarters since. 308 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

AA Financial Advisors held 76,358 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $1.27M as of Q2 2026.
AA Financial Advisors bought 3,325 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $55.5K.
Invesco BulletShares 2030 Corporate Bond ETF made up 0.15% of AA Financial Advisors's portfolio in Q2 2026, its #98 holding.
AA Financial Advisors first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
308 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.