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Action Point Financial Planning’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Action Point Financial Planning’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 		$152K Buy
+9,134
New +$153K 0.02% 499

Other funds holding BSCU

Morgan Stanley
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
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Wells Fargo
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

Action Point Financial Planning's BSCU Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Invesco BulletShares 2030 Corporate Bond ETF (BSCU) in Q2 2026: 9,134 shares worth $152K. The stake represents 0.02% of the portfolio and ranks #499 among its holdings.

308 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

  • Action Point Financial Planning held 9,134 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $152K as of Q2 2026.
  • Invesco BulletShares 2030 Corporate Bond ETF was a new Action Point Financial Planning position in Q2 2026.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 0.02% of Action Point Financial Planning's portfolio in Q2 2026, its #499 holding.
  • 308 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.