ACM
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Advisors Capital Management’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Advisors Capital Management’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 		$16M Buy
955,693
+6,720
+0.7% +$113K 0.19% 140
2025
Q4 		$16.1M Buy
948,973
+52,168
+6% +$883K 0.19% 137
2025
Q3 		$15.2M Buy
896,805
+31,681
+4% +$533K 0.19% 135
2025
Q2 		$14.5M Buy
865,124
+461
+0.1% +$7.65K 0.2% 127
2025
Q1 		$14.3M Buy
864,663
+15,860
+2% +$261K 0.22% 127
2024
Q4 		$13.9M Sell
848,803
-3,942
-0.5% -$65.3K 0.22% 128
2024
Q3 		$14.5M Buy
852,745
+15,187
+2% +$254K 0.24% 123
2024
Q2 		$13.6M Buy
+837,558
New +$13.6M 0.24% 120

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 $11.9B AUM 17.41% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B 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 $376B 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 $653B AUM 32.72% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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