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

Addison 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
Q1 		$5.92M Buy
354,188
+23,517
+7% +$397K 1.31% 18
2025
Q4 		$5.59M Buy
330,671
+18,908
+6% +$320K 1.26% 18
2025
Q3 		$5.27M Buy
311,763
+26,669
+9% +$449K 1.22% 19
2025
Q2 		$4.78M Buy
285,094
+18,297
+7% +$303K 1.19% 19
2025
Q1 		$4.43M Buy
266,797
+15,564
+6% +$256K 1.21% 20
2024
Q4 		$4.11M Buy
251,233
+23,286
+10% +$386K 1.14% 22
2024
Q3 		$3.86M Buy
227,947
+41,474
+22% +$693K 1.07% 23
2024
Q2 		$3.03M Buy
186,473
+26,820
+17% +$434K 0.98% 29
2024
Q1 		$2.62M Buy
159,653
+26,523
+20% +$435K 0.9% 30
2023
Q4 		$2.21M Buy
133,130
+42,925
+48% +$681K 0.86% 29
2023
Q3 		$1.41M Buy
90,205
+56,095
+164% +$896K 0.65% 33
2023
Q2 		$553K Buy
34,110
+28,870
+551% +$472K 0.27% 74
2023
Q1 		$86.4K Buy
+5,240
New +$85.5K 0.05% 240

Other funds holding BSCU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Addison Advisors's BSCU Position: Q1 2026 in Review

Addison Advisors increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 7.1% in Q1 2026, buying an estimated $397K and bringing the position to 354,188 shares worth $5.92M. The position accounts for 1.31% of the portfolio, ranked #18.

Addison Advisors first reported a position in BSCU in Q1 2023 and has held it in 13 quarters since. 299 funds tracked by Wall St. Rank hold BSCU as of Q1 2026.

  • Addison Advisors held 354,188 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $5.92M as of Q1 2026.
  • Addison Advisors bought 23,517 Invesco BulletShares 2030 Corporate Bond ETF shares in Q1 2026, an estimated $397K.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 1.31% of Addison Advisors's portfolio in Q1 2026, its #18 holding.
  • Addison Advisors first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • 299 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.