Baird Financial Group
BSCU icon

Baird Financial Group’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Baird Financial Group’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 		$16.7M Buy
999,401
+39,973
+4% +$675K 0.03% 414
2025
Q4 		$16.2M Buy
959,428
+45,587
+5% +$772K 0.03% 426
2025
Q3 		$15.4M Buy
913,841
+56,467
+7% +$951K 0.02% 436
2025
Q2 		$14.4M Buy
857,374
+68,391
+9% +$1.13M 0.03% 435
2025
Q1 		$13.1M Buy
788,983
+737,312
+1,427% +$12.1M 0.03% 451
2024
Q4 		$846K Buy
51,671
+8,138
+19% +$135K ﹤0.01% 1223
2024
Q3 		$738K Buy
43,533
+7,169
+20% +$120K ﹤0.01% 1262
2024
Q2 		$591K Buy
36,364
+2,535
+7% +$41.1K ﹤0.01% 1327
2024
Q1 		$554K Buy
+33,829
New +$555K ﹤0.01% 1349

Other funds holding BSCU

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B 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 $376B 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 $9.79B AUM 18.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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