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

Capital Investment 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 		$359K Buy
21,550
+612
+3% +$10.2K ﹤0.01% 602
2026
Q1 		$350K Buy
20,938
+455
+2% +$7.68K 0.01% 573
2025
Q4 		$347K Buy
20,483
+1,590
+8% +$26.9K 0.01% 556
2025
Q3 		$319K Buy
18,893
+290
+2% +$4.88K 0.01% 575
2025
Q2 		$312K Hold
18,603
– – 0.01% 561
2025
Q1 		$309K Hold
18,603
– – 0.01% 544
2024
Q4 		$305K Buy
18,603
+6,241
+50% +$103K 0.01% 518
2024
Q3 		$210K Sell
12,362
-561
-4% -$9.38K ﹤0.01% 611
2024
Q2 		$210K Sell
12,923
-2,565
-17% -$41.5K ﹤0.01% 584
2024
Q1 		$254K Sell
15,488
-2,310
-13% -$37.9K 0.01% 528
2023
Q4 		$296K Buy
17,798
+1,374
+8% +$21.8K 0.01% 474
2023
Q3 		$256K Buy
16,424
+2,823
+21% +$45.1K 0.01% 493
2023
Q2 		$220K Buy
13,601
+2,196
+19% +$35.9K 0.01% 489
2023
Q1 		$188K Sell
11,405
-354
-3% -$5.77K 0.01% 530
2022
Q4 		$188K Sell
11,759
-157
-1% -$2.49K 0.01% 539
2022
Q3 		$185K Sell
11,916
-3,413
-22% -$56.4K 0.01% 508
2022
Q2 		$252K Sell
15,329
-5,500
-26% -$92.5K 0.01% 473
2022
Q1 		$371K Sell
20,829
-631
-3% -$11.6K 0.01% 415
2021
Q4 		$415K Buy
21,460
+405
+2% +$7.86K 0.01% 408
2021
Q3 		$411K Buy
21,055
+2,995
+17% +$59.2K 0.01% 392
2021
Q2 		$355K Buy
+18,060
New +$350K 0.01% 421

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

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

Capital Investment Advisors increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 2.9% in Q2 2026, buying an estimated $10.2K and bringing the position to 21,550 shares worth $359K. The position accounts for ﹤0.01% of the portfolio, ranked #602.

Capital Investment Advisors first reported a position in BSCU in Q2 2021 and has held it in 21 quarters since. The position peaked at $415K in Q4 2021. 309 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

  • Capital Investment Advisors held 21,550 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $359K as of Q2 2026.
  • Capital Investment Advisors bought 612 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $10.2K.
  • Invesco BulletShares 2030 Corporate Bond ETF made up ﹤0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #602 holding.
  • Capital Investment Advisors first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q2 2021 and has held it in 21 quarters since.
  • Capital Investment Advisors's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $415K in Q4 2021.
  • 309 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.