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 Q2	$3M	Sell	180,443 -68,500	-28%	-$1.14M	0.03%	566
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 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 Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

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

Atria Investments's BSCU Position: Q2 2026 in Review

Atria Investments reduced its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 28% in Q2 2026, selling an estimated $1.14M and leaving 180,443 shares worth $3M. The position accounts for 0.03% of the portfolio, ranked #566.

Atria Investments first reported a position in BSCU in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.16M in Q1 2026. 311 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

Atria Investments held 180,443 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $3M as of Q2 2026.
Atria Investments sold 68,500 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $1.14M.
Invesco BulletShares 2030 Corporate Bond ETF made up 0.03% of Atria Investments's portfolio in Q2 2026, its #566 holding.
Atria Investments first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Atria Investments's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $4.16M in Q1 2026.
311 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.