Apella Capital
BSCU icon

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
Q3 		$1.03M Buy
63,680
+1,486
+2% +$24.5K 0.01% 394
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

Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
TLWM Financial
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Foronjy Financial
Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return
Capital Investment Counsel (Colorado)
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return
Kirr Marbach & Co
Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return
Marietta Wealth Management
Marietta Wealth Management Marietta, Georgia $945M AUM 19.14% 1-Year Est. Return
Wilkins Miller Wealth Management
Wilkins Miller Wealth Management Mobile, Alabama $177M AUM 10.51% 1-Year Est. Return
Carroll Advisory Group
Carroll Advisory Group Texarkana, Texas $317M AUM 11.14% 1-Year Est. Return

Apella Capital's BSCU Position: Q3 2026 in Review

Apella Capital increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 2.4% in Q3 2026, buying an estimated $24.5K and bringing the position to 63,680 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #394.

Apella Capital first reported a position in BSCU in Q2 2021 and has held it in 18 quarters since. The position peaked at $1.09M in Q3 2025. 112 funds tracked by Wall St. Rank hold BSCU as of Q3 2026.

  • Apella Capital held 63,680 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $1.03M as of Q3 2026.
  • Apella Capital bought 1,486 Invesco BulletShares 2030 Corporate Bond ETF shares in Q3 2026, an estimated $24.5K.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 0.01% of Apella Capital's portfolio in Q3 2026, its #394 holding.
  • Apella Capital first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q2 2021 and has held it in 18 quarters since.
  • Apella Capital's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $1.09M in Q3 2025.
  • 112 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.