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Align Financial’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Align Financial’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 		– Sell
-6,633
Closed -$6.63K – 381
2025
Q4 		$6.63K Buy
+6,633
New +$112K ﹤0.01% 294

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Align Financial's BSCU Position: Q1 2026 in Review

Align Financial sold out of Invesco BulletShares 2030 Corporate Bond ETF (BSCU) in Q1 2026, closing a stake of 6,633 shares — an estimated $6.63K sold.

Align Financial first reported a position in BSCU in Q4 2025 and held it in 1 quarter. The position peaked at $6.63K in Q4 2025. 299 funds tracked by Wall St. Rank hold BSCU as of Q1 2026.

  • Align Financial reported no remaining Invesco BulletShares 2030 Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Align Financial sold 6,633 Invesco BulletShares 2030 Corporate Bond ETF shares in Q1 2026, an estimated $6.63K.
  • Align Financial first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2025 and held it in 1 quarter.
  • Align Financial's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $6.63K in Q4 2025.
  • 299 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q1 2026.

Based on Align Financial's 13F filing for Q1 2026, filed 8 May 2026.