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 Q2	$16.5M	Buy	990,407 +34,714	+4%	+$580K	0.17%	141
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 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

Advisors Capital Management's BSCU Position: Q2 2026 in Review

Advisors Capital Management increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 3.6% in Q2 2026, buying an estimated $580K and bringing the position to 990,407 shares worth $16.5M. The position accounts for 0.17% of the portfolio, ranked #141.

Advisors Capital Management 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.

Advisors Capital Management held 990,407 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $16.5M as of Q2 2026.
Advisors Capital Management bought 34,714 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $580K.
Invesco BulletShares 2030 Corporate Bond ETF made up 0.17% of Advisors Capital Management's portfolio in Q2 2026, its #141 holding.
Advisors Capital Management 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 Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.