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Atlantic Union Bankshares’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Atlantic Union Bankshares’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 		$43.6M Buy
2,608,754
+215,735
+9% +$3.64M 0.84% 21
2025
Q4 		$40.5M Buy
2,393,019
+188,987
+9% +$3.2M 0.76% 24
2025
Q3 		$37.2M Buy
2,204,032
+282,453
+15% +$4.76M 0.7% 26
2025
Q2 		$32.2M Buy
1,921,579
+131,640
+7% +$2.18M 0.74% 27
2025
Q1 		$29.7M Buy
1,789,939
+266,407
+17% +$4.39M 1.8% 8
2024
Q4 		$24.9M Buy
1,523,532
+119,788
+9% +$1.98M 1.45% 12
2024
Q3 		$23.8M Buy
1,403,744
+203,421
+17% +$3.4M 1.38% 12
2024
Q2 		$19.5M Buy
1,200,323
+211,826
+21% +$3.43M 1.22% 16
2024
Q1 		$16.2M Buy
988,497
+169,164
+21% +$2.77M 1.37% 14
2023
Q4 		$13.6M Buy
819,333
+132,074
+19% +$2.1M 1.26% 14
2023
Q3 		$10.7M Buy
687,259
+66,367
+11% +$1.06M 1.1% 17
2023
Q2 		$10.1M Buy
620,892
+100,459
+19% +$1.64M 1% 19
2023
Q1 		$8.58M Buy
+520,433
New +$8.49M 0.89% 25

Other funds holding BSCU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 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 $324B AUM 22.36% 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 $1.02T AUM 30.18% 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 $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Atlantic Union Bankshares's BSCU Position: Q1 2026 in Review

Atlantic Union Bankshares increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 9% in Q1 2026, buying an estimated $3.64M and bringing the position to 2,608,754 shares worth $43.6M. The position accounts for 0.84% of the portfolio, ranked #21.

Atlantic Union Bankshares first reported a position in BSCU in Q1 2023 and has held it in 13 quarters since. 299 funds tracked by Wall St. Rank hold BSCU as of Q1 2026.

  • Atlantic Union Bankshares held 2,608,754 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $43.6M as of Q1 2026.
  • Atlantic Union Bankshares bought 215,735 Invesco BulletShares 2030 Corporate Bond ETF shares in Q1 2026, an estimated $3.64M.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 0.84% of Atlantic Union Bankshares's portfolio in Q1 2026, its #21 holding.
  • Atlantic Union Bankshares first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • 299 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q1 2026.

Based on Atlantic Union Bankshares's 13F filing for Q1 2026, filed 12 May 2026.