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Apella Capital’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Apella Capital’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 		$1.03M Buy
62,194
+975
+2% +$16.3K 0.01% 369
2026
Q1 		$1.03M Sell
61,219
-2,052
-3% -$34.6K 0.02% 362
2025
Q4 		$1.07M Sell
63,271
-625
-1% -$10.6K 0.02% 272
2025
Q3 		$1.09M Buy
63,896
+27,836
+77% +$469K 0.02% 243
2025
Q2 		$603K Sell
36,060
-1,470
-4% -$24.4K 0.02% 275
2025
Q1 		$620K Buy
37,530
+1,405
+4% +$23.1K 0.02% 238
2024
Q4 		$591K Buy
+36,125
New +$599K 0.02% 211
2024
Q1 		– Sell
-10,406
Closed -$172K – 296
2023
Q4 		$172K Buy
10,406
+30
+0.3% +$476 0.01% 286
2023
Q3 		$162K Sell
10,376
-264
-2% -$4.22K 0.01% 255
2023
Q2 		$172K Buy
+10,640
New +$174K 0.01% 250
2022
Q4 		$265K Sell
16,583
-1,187
-7% -$18.8K 0.02% 203
2022
Q3 		$276K Buy
17,770
+45
+0.3% +$744 0.03% 179
2022
Q2 		$291K Sell
17,725
-26
-0.1% -$437 0.03% 180
2022
Q1 		$316K Sell
17,751
-2,374
-12% -$43.7K 0.04% 165
2021
Q4 		$390K Buy
20,125
+928
+5% +$18K 0.05% 142
2021
Q3 		$374K Sell
19,197
-1,667
-8% -$33K 0.05% 148
2021
Q2 		$410K Buy
+20,864
New +$404K 0.07% 151

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
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

Apella Capital's BSCU Position: Q2 2026 in Review

Apella Capital increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 1.6% in Q2 2026, buying an estimated $16.3K and bringing the position to 62,194 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #369.

Apella Capital first reported a position in BSCU in Q2 2021 and has held it in 17 quarters since. The position peaked at $1.09M in Q3 2025. 309 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

  • Apella Capital held 62,194 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $1.03M as of Q2 2026.
  • Apella Capital bought 975 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $16.3K.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 0.01% of Apella Capital's portfolio in Q2 2026, its #369 holding.
  • Apella Capital first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q2 2021 and has held it in 17 quarters since.
  • Apella Capital's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $1.09M in Q3 2025.
  • 309 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.