AIFAIM
BSCU icon

American Institute for Advanced Investment Management’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

American Institute for Advanced Investment 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 		$427K Buy
25,630
+2,800
+12% +$46.8K 0.25% 105
2026
Q1 		$382K Buy
22,830
+9,010
+65% +$152K 0.25% 105
2025
Q4 		$234K Buy
13,820
+1,980
+17% +$33.5K 0.15% 134
2025
Q3 		$200K Buy
+11,840
New +$199K 0.13% 143

Other funds holding BSCU

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
FF
Foronjy Financial Santa Barbara, California $272M AUM 15.08% 1-Year Est. Return

American Institute for Advanced Investment Management's BSCU Position: Q2 2026 in Review

American Institute for Advanced Investment Management increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 12% in Q2 2026, buying an estimated $46.8K and bringing the position to 25,630 shares worth $427K. The position accounts for 0.25% of the portfolio, ranked #105.

American Institute for Advanced Investment Management first reported a position in BSCU in Q3 2025 and has held it in 4 quarters since. 207 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

  • American Institute for Advanced Investment Management held 25,630 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $427K as of Q2 2026.
  • American Institute for Advanced Investment Management bought 2,800 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $46.8K.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 0.25% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #105 holding.
  • American Institute for Advanced Investment Management first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 207 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.