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Beacon Pointe Advisors’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Beacon Pointe Advisors’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 		$1.89M Buy
113,157
+4,991
+5% +$84.3K 0.01% 753
2025
Q4 		$1.83M Buy
108,166
+96,630
+838% +$1.64M 0.01% 637
2025
Q3 		$195K Buy
+11,536
New +$194K ﹤0.01% 1323

Other funds holding BSCU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B 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 $377B 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 $10.9B AUM 18.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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

Beacon Pointe Advisors's BSCU Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 4.6% in Q1 2026, buying an estimated $84.3K and bringing the position to 113,157 shares worth $1.89M. The position accounts for 0.01% of the portfolio, ranked #753.

Beacon Pointe Advisors first reported a position in BSCU in Q3 2025 and has held it in 3 quarters since. 299 funds tracked by Wall St. Rank hold BSCU as of Q1 2026.

  • Beacon Pointe Advisors held 113,157 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $1.89M as of Q1 2026.
  • Beacon Pointe Advisors bought 4,991 Invesco BulletShares 2030 Corporate Bond ETF shares in Q1 2026, an estimated $84.3K.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #753 holding.
  • Beacon Pointe Advisors first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 299 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.