BankPlus Trust Department’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

BankPlus Trust Department’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	$10.1K	Hold	605	–	–	﹤0.01%	387
2026 Q1	$10.1K	Hold	605	–	–	﹤0.01%	373
2025 Q4	$10.2K	Hold	605	–	–	﹤0.01%	369
2025 Q3	$10.2K	Hold	605	–	–	﹤0.01%	366
2025 Q2	$10.2K	Hold	605	–	–	﹤0.01%	355
2025 Q1	$10K	Hold	605	–	–	﹤0.01%	356
2024 Q4	$9.9K	Buy	+605	New	+$10K	﹤0.01%	338

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

BankPlus Trust Department's BSCU Position: Q2 2026 in Review

BankPlus Trust Department held its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) position steady in Q2 2026 at 605 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #387.

BankPlus Trust Department first reported a position in BSCU in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.2K in Q4 2025. 311 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

BankPlus Trust Department held 605 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $10.1K as of Q2 2026.
BankPlus Trust Department left its Invesco BulletShares 2030 Corporate Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2030 Corporate Bond ETF made up ﹤0.01% of BankPlus Trust Department's portfolio in Q2 2026, its #387 holding.
BankPlus Trust Department first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
BankPlus Trust Department's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $10.2K in Q4 2025.
311 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.