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Atria Investments’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Atria Investments’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 		$4.16M Buy
248,943
+9,140
+4% +$154K 0.05% 427
2025
Q4 		$4.06M Buy
239,803
+30,125
+14% +$510K 0.05% 449
2025
Q3 		$3.54M Buy
209,678
+49,777
+31% +$838K 0.04% 505
2025
Q2 		$2.68M Buy
159,901
+8,163
+5% +$135K 0.03% 607
2025
Q1 		$2.52M Buy
151,738
+68,241
+82% +$1.12M 0.03% 613
2024
Q4 		$1.37M Buy
83,497
+12,034
+17% +$199K 0.02% 836
2024
Q3 		$1.21M Buy
71,463
+17,443
+32% +$292K 0.02% 882
2024
Q2 		$878K Buy
+54,020
New +$875K 0.01% 1007

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 $32.7B AUM 19.2% 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 $377B AUM 19.32% 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 $10.9B AUM 18.41% 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

Atria Investments's BSCU Position: Q1 2026 in Review

Atria Investments increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 3.8% in Q1 2026, buying an estimated $154K and bringing the position to 248,943 shares worth $4.16M. The position accounts for 0.05% of the portfolio, ranked #427.

Atria Investments first reported a position in BSCU in Q2 2024 and has held it in 8 quarters since. 299 funds tracked by Wall St. Rank hold BSCU as of Q1 2026.

  • Atria Investments held 248,943 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $4.16M as of Q1 2026.
  • Atria Investments bought 9,140 Invesco BulletShares 2030 Corporate Bond ETF shares in Q1 2026, an estimated $154K.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 0.05% of Atria Investments's portfolio in Q1 2026, its #427 holding.
  • Atria Investments first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • 299 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.