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

Allworth 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 Q2	$166K	Buy	9,955 +350	+4%	+$5.85K	﹤0.01%	1602
2026 Q1	$161K	Buy	9,605 +150	+2%	+$2.53K	﹤0.01%	1532
2025 Q4	$160K	Buy	9,455 +650	+7%	+$11K	﹤0.01%	1468
2025 Q3	$149K	Buy	8,805 +75	+0.9%	+$1.26K	﹤0.01%	1449
2025 Q2	$146K	Hold	8,730	–	–	﹤0.01%	1332
2025 Q1	$144K	Buy	8,730 +350	+4%	+$5.76K	﹤0.01%	1066
2024 Q4	$137K	Buy	+8,380	New	+$139K	﹤0.01%	1121

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

Allworth Financial's BSCU Position: Q2 2026 in Review

Allworth Financial increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 3.6% in Q2 2026, buying an estimated $5.85K and bringing the position to 9,955 shares worth $166K. The position accounts for ﹤0.01% of the portfolio, ranked #1602.

Allworth Financial first reported a position in BSCU in Q4 2024 and has held it in 7 quarters since. 308 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

Allworth Financial held 9,955 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $166K as of Q2 2026.
Allworth Financial bought 350 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $5.85K.
Invesco BulletShares 2030 Corporate Bond ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1602 holding.
Allworth Financial first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
308 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.