CAPTRUST Financial Advisors
BSCU icon

CAPTRUST Financial Advisors’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

CAPTRUST Financial 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 		$3.43M Buy
204,998
+36,053
+21% +$609K 0.01% 938
2025
Q4 		$2.86M Buy
168,945
+35,068
+26% +$594K 0.01% 915
2025
Q3 		$2.26M Buy
133,877
+21,596
+19% +$364K ﹤0.01% 970
2025
Q2 		$1.88M Buy
112,281
+22,105
+25% +$367K ﹤0.01% 997
2025
Q1 		$1.5M Buy
90,176
+15,646
+21% +$258K ﹤0.01% 1055
2024
Q4 		$1.22M Buy
74,530
+20,767
+39% +$344K ﹤0.01% 1129
2024
Q3 		$911K Buy
53,763
+22,674
+73% +$379K ﹤0.01% 1239
2024
Q2 		$505K Buy
31,089
+5,698
+22% +$92.3K ﹤0.01% 1493
2024
Q1 		$416K Buy
25,391
+157
+0.6% +$2.58K ﹤0.01% 1584
2023
Q4 		$420K Buy
25,234
+5,622
+29% +$89.2K ﹤0.01% 1865
2023
Q3 		$306K Buy
19,612
+120
+0.6% +$1.92K ﹤0.01% 1987
2023
Q2 		$316K Buy
+19,492
New +$319K ﹤0.01% 1931

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 $11.9B AUM 17.41% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B 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 $376B 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 $9.79B AUM 18.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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