Anchor Investment Management’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Anchor 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	$292K	Buy	17,535 +7,700	+78%	+$129K	0.02%	336
2026 Q1	$164K	Buy	+9,835	New	+$166K	0.01%	408
2021 Q1	–	Sell	-210	Closed	-$4.27K	–	961
2020 Q4	$4.27K	Buy	+210	New	+$4.21K	﹤0.01%	769

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

Anchor Investment Management's BSCU Position: Q2 2026 in Review

Anchor Investment Management increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 78% in Q2 2026, buying an estimated $129K and bringing the position to 17,535 shares worth $292K. The position accounts for 0.02% of the portfolio, ranked #336.

Anchor Investment Management first reported a position in BSCU in Q4 2020 and has held it in 3 quarters since. 311 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

Anchor Investment Management held 17,535 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $292K as of Q2 2026.
Anchor Investment Management bought 7,700 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $129K.
Invesco BulletShares 2030 Corporate Bond ETF made up 0.02% of Anchor Investment Management's portfolio in Q2 2026, its #336 holding.
Anchor Investment Management first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2020 and has held it in 3 quarters since.
311 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.