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Axis Wealth Partners’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Axis Wealth Partners’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 		$534K Buy
32,101
+1,257
+4% +$21K 0.26% 101
2026
Q1 		$516K Sell
30,844
-104
-0.3% -$1.76K 0.27% 100
2025
Q4 		$524K Buy
30,948
+13,375
+76% +$226K 0.29% 93
2025
Q3 		$297K Buy
+17,573
New +$296K 0.17% 122

Other funds holding BSCU

Morgan Stanley
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
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $617B AUM 30.33% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

Axis Wealth Partners's BSCU Position: Q2 2026 in Review

Axis Wealth Partners increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 4.1% in Q2 2026, buying an estimated $21K and bringing the position to 32,101 shares worth $534K. The position accounts for 0.26% of the portfolio, ranked #101.

Axis Wealth Partners first reported a position in BSCU in Q3 2025 and has held it in 4 quarters since. 309 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

  • Axis Wealth Partners held 32,101 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $534K as of Q2 2026.
  • Axis Wealth Partners bought 1,257 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $21K.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 0.26% of Axis Wealth Partners's portfolio in Q2 2026, its #101 holding.
  • Axis Wealth Partners first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 309 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.