Avior Wealth Management’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Avior Wealth Management’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	$2.78M	Buy	166,829 +2,014	+1%	+$33.6K	0.07%	214
2026 Q1	$2.76M	Buy	164,815 +6,781	+4%	+$114K	0.08%	201
2025 Q4	$2.67M	Buy	158,034 +34,619	+28%	+$586K	0.08%	167
2025 Q3	$2.09M	Buy	123,415 +53,437	+76%	+$900K	0.07%	190
2025 Q2	$1.17M	Buy	69,978 +39,307	+128%	+$652K	0.04%	265
2025 Q1	$509K	Buy	30,671 +25,171	+458%	+$414K	0.02%	398
2024 Q4	$90K	Buy	+5,500	New	+$91.1K	﹤0.01%	933

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

Avior Wealth Management's BSCU Position: Q2 2026 in Review

Avior Wealth Management increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 1.2% in Q2 2026, buying an estimated $33.6K and bringing the position to 166,829 shares worth $2.78M. The position accounts for 0.07% of the portfolio, ranked #214.

Avior Wealth Management first reported a position in BSCU in Q4 2024 and has held it in 7 quarters since. 311 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

Avior Wealth Management held 166,829 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $2.78M as of Q2 2026.
Avior Wealth Management bought 2,014 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $33.6K.
Invesco BulletShares 2030 Corporate Bond ETF made up 0.07% of Avior Wealth Management's portfolio in Q2 2026, its #214 holding.
Avior Wealth Management first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
311 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.