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Allen Capital Group’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Allen Capital Group’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 		$676K Buy
40,630
+3,808
+10% +$63.6K 0.06% 179
2026
Q1 		$616K Sell
36,822
-2,676
-7% -$45.2K 0.06% 176
2025
Q4 		$668K Buy
39,498
+1,995
+5% +$33.8K 0.06% 163
2025
Q3 		$634K Buy
37,503
+2,416
+7% +$40.7K 0.06% 168
2025
Q2 		$589K Buy
35,087
+2,548
+8% +$42.3K 0.06% 168
2025
Q1 		$540K Buy
32,539
+7,946
+32% +$131K 0.06% 159
2024
Q4 		$403K Buy
24,593
+7,448
+43% +$123K 0.05% 171
2024
Q3 		$291K Buy
17,145
+5,432
+46% +$90.8K 0.04% 191
2024
Q2 		$190K Buy
+11,713
New +$190K 0.03% 211

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

Allen Capital Group's BSCU Position: Q2 2026 in Review

Allen Capital Group increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 10% in Q2 2026, buying an estimated $63.6K and bringing the position to 40,630 shares worth $676K. The position accounts for 0.06% of the portfolio, ranked #179.

Allen Capital Group first reported a position in BSCU in Q2 2024 and has held it in 9 quarters since. 309 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

  • Allen Capital Group held 40,630 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $676K as of Q2 2026.
  • Allen Capital Group bought 3,808 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $63.6K.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 0.06% of Allen Capital Group's portfolio in Q2 2026, its #179 holding.
  • Allen Capital Group first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • 309 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on Allen Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.