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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
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 $1.66T AUM 25.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B 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 $377B 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 $1.02T AUM 30.18% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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

Allen Capital Group's BSCU Position: Q1 2026 in Review

Allen Capital Group reduced its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 6.8% in Q1 2026, selling an estimated $45.2K and leaving 36,822 shares worth $616K. The position accounts for 0.06% of the portfolio, ranked #176.

Allen Capital Group first reported a position in BSCU in Q2 2024 and has held it in 8 quarters since. The position peaked at $668K in Q4 2025. 299 funds tracked by Wall St. Rank hold BSCU as of Q1 2026.

  • Allen Capital Group held 36,822 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $616K as of Q1 2026.
  • Allen Capital Group sold 2,676 Invesco BulletShares 2030 Corporate Bond ETF shares in Q1 2026, an estimated $45.2K.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 0.06% of Allen Capital Group's portfolio in Q1 2026, its #176 holding.
  • Allen Capital Group first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • Allen Capital Group's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $668K in Q4 2025.
  • 299 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q1 2026.

Based on Allen Capital Group's 13F filing for Q1 2026, filed 27 May 2026.