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Capital Analysts LLC’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Capital Analysts LLC’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 		$1.3M Buy
77,566
+45,183
+140% +$763K 0.03% 300
2025
Q4 		$548K Buy
32,383
+156
+0.5% +$2.64K 0.02% 413
2025
Q3 		$545K Buy
32,227
+371
+1% +$6.25K 0.02% 402
2025
Q2 		$535K Buy
31,856
+1,414
+5% +$23.5K 0.02% 376
2025
Q1 		$505K Buy
30,442
+135
+0.4% +$2.22K 0.02% 363
2024
Q4 		$496K Sell
30,307
-239
-0.8% -$3.96K 0.02% 330
2024
Q3 		$518K Buy
30,546
+12,216
+67% +$204K 0.02% 321
2024
Q2 		$298K Buy
18,330
+6,655
+57% +$108K 0.01% 399
2024
Q1 		$191K Buy
11,675
+54
+0.5% +$886 0.01% 449
2023
Q4 		$193K Buy
11,621
+7,794
+204% +$124K 0.01% 431
2023
Q3 		$60K Sell
3,827
-2,281
-37% -$36.4K ﹤0.01% 569
2023
Q2 		$99K Hold
6,108
– – 0.01% 475
2023
Q1 		$101K Hold
6,108
– – 0.01% 468
2022
Q4 		$98K Buy
+6,108
New +$96.9K 0.01% 506

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

Capital Analysts LLC's BSCU Position: Q1 2026 in Review

Capital Analysts LLC increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 140% in Q1 2026, buying an estimated $763K and bringing the position to 77,566 shares worth $1.3M. The position accounts for 0.03% of the portfolio, ranked #300.

Capital Analysts LLC first reported a position in BSCU in Q4 2022 and has held it in 14 quarters since. 299 funds tracked by Wall St. Rank hold BSCU as of Q1 2026.

  • Capital Analysts LLC held 77,566 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $1.3M as of Q1 2026.
  • Capital Analysts LLC bought 45,183 Invesco BulletShares 2030 Corporate Bond ETF shares in Q1 2026, an estimated $763K.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 0.03% of Capital Analysts LLC's portfolio in Q1 2026, its #300 holding.
  • Capital Analysts LLC first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • 299 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.