AWM
BSCU icon

AE Wealth Management’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

AE Wealth 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 		– Sell
-439
Closed -$7.34K – 2679
2026
Q1 		$7.34K Hold
439
– – ﹤0.01% 2318
2025
Q4 		$7.43K Sell
439
-1,416
-76% -$24K ﹤0.01% 2178
2025
Q3 		$31.4K Buy
+1,855
New +$31.2K ﹤0.01% 1810

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

AE Wealth Management's BSCU Position: Q2 2026 in Review

AE Wealth Management sold out of Invesco BulletShares 2030 Corporate Bond ETF (BSCU) in Q2 2026, closing a stake of 439 shares — an estimated $7.34K sold.

AE Wealth Management first reported a position in BSCU in Q3 2025 and held it in 3 quarters. The position peaked at $31.4K in Q3 2025. 309 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

  • AE Wealth Management reported no remaining Invesco BulletShares 2030 Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • AE Wealth Management sold 439 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $7.34K.
  • AE Wealth Management first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q3 2025 and held it in 3 quarters.
  • AE Wealth Management's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $31.4K in Q3 2025.
  • 309 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.