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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
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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Anchor Investment Management's BSCU Position: Q1 2026 in Review

Anchor Investment Management opened a new position in Invesco BulletShares 2030 Corporate Bond ETF (BSCU) in Q1 2026: 9,835 shares worth $164K. The stake represents 0.01% of the portfolio and ranks #408 among its holdings. This is a return to the name: Anchor Investment Management previously reported a position in BSCU as recently as Q4 2020.

Anchor Investment Management first reported a position in BSCU in Q4 2020 and has held it in 2 quarters since. 299 funds tracked by Wall St. Rank hold BSCU as of Q1 2026.

  • Anchor Investment Management held 9,835 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $164K as of Q1 2026.
  • Invesco BulletShares 2030 Corporate Bond ETF was a new Anchor Investment Management position in Q1 2026.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 0.01% of Anchor Investment Management's portfolio in Q1 2026, its #408 holding.
  • Anchor Investment Management first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2020 and has held it in 2 quarters since.
  • 299 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.