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
Q2 		$4.46M Buy
267,860
+62,862
+31% +$1.05M 0.01% 863
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 $1.89T 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

CAPTRUST Financial Advisors's BSCU Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 31% in Q2 2026, buying an estimated $1.05M and bringing the position to 267,860 shares worth $4.46M. The position accounts for 0.01% of the portfolio, ranked #863.

CAPTRUST Financial Advisors first reported a position in BSCU in Q2 2023 and has held it in 13 quarters since. 309 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

  • CAPTRUST Financial Advisors held 267,860 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $4.46M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 62,862 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $1.05M.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #863 holding.
  • CAPTRUST Financial Advisors first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • 309 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.