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Carnegie Investment Counsel’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Carnegie Investment Counsel’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 		$5.05M Buy
303,197
+62,007
+26% +$1.04M 0.1% 165
2026
Q1 		$4.03M Buy
241,190
+63,589
+36% +$1.07M 0.08% 199
2025
Q4 		$3.01M Sell
177,601
-3,584
-2% -$60.7K 0.06% 229
2025
Q3 		$3.06M Buy
181,185
+8,477
+5% +$143K 0.06% 213
2025
Q2 		$2.9M Buy
172,708
+9,948
+6% +$165K 0.06% 212
2025
Q1 		$2.69M Buy
162,760
+9,605
+6% +$158K 0.06% 201
2024
Q4 		$2.51M Buy
153,155
+141,353
+1,198% +$2.34M 0.07% 190
2024
Q3 		$200K Buy
+11,802
New +$197K 0.01% 458

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

Carnegie Investment Counsel's BSCU Position: Q2 2026 in Review

Carnegie Investment Counsel increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 26% in Q2 2026, buying an estimated $1.04M and bringing the position to 303,197 shares worth $5.05M. The position accounts for 0.1% of the portfolio, ranked #165.

Carnegie Investment Counsel first reported a position in BSCU in Q3 2024 and has held it in 8 quarters since. 311 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

  • Carnegie Investment Counsel held 303,197 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $5.05M as of Q2 2026.
  • Carnegie Investment Counsel bought 62,007 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $1.04M.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 0.1% of Carnegie Investment Counsel's portfolio in Q2 2026, its #165 holding.
  • Carnegie Investment Counsel first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • 311 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on Carnegie Investment Counsel's 13F filing for Q2 2026, filed 30 Jul 2026.