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Bitterroot Capital Advisors’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Bitterroot Capital 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
Q2 		$252K Sell
15,145
-1,315
-8% -$22K 0.15% 26
2026
Q1 		$275K Sell
16,460
-5,741
-26% -$96.9K 0.17% 27
2025
Q4 		$376K Buy
+22,201
New +$376K 0.26% 25

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

Bitterroot Capital Advisors's BSCU Position: Q2 2026 in Review

Bitterroot Capital Advisors reduced its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 8% in Q2 2026, selling an estimated $22K and leaving 15,145 shares worth $252K. The position accounts for 0.15% of the portfolio, ranked #26.

Bitterroot Capital Advisors first reported a position in BSCU in Q4 2025 and has held it in 3 quarters since. The position peaked at $376K in Q4 2025. 308 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

  • Bitterroot Capital Advisors held 15,145 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $252K as of Q2 2026.
  • Bitterroot Capital Advisors sold 1,315 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $22K.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 0.15% of Bitterroot Capital Advisors's portfolio in Q2 2026, its #26 holding.
  • Bitterroot Capital Advisors first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Bitterroot Capital Advisors's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $376K in Q4 2025.
  • 308 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on Bitterroot Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.