Carroll Advisory Group’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Carroll Advisory Group’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	$5.69M	Buy	341,775 +55,626	+19%	+$929K	1.87%	17
2026 Q1	$4.78M	Buy	286,149 +75,111	+36%	+$1.27M	1.86%	17
2025 Q4	$3.57M	Buy	+211,038	New	+$3.57M	1.54%	17

Other funds holding BSCU

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 Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

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

Carroll Advisory Group's BSCU Position: Q2 2026 in Review

Carroll Advisory Group increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 19% in Q2 2026, buying an estimated $929K and bringing the position to 341,775 shares worth $5.69M. The position accounts for 1.87% of the portfolio, ranked #17.

Carroll Advisory Group first reported a position in BSCU in Q4 2025 and has held it in 3 quarters since. 308 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

Carroll Advisory Group held 341,775 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $5.69M as of Q2 2026.
Carroll Advisory Group bought 55,626 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $929K.
Invesco BulletShares 2030 Corporate Bond ETF made up 1.87% of Carroll Advisory Group's portfolio in Q2 2026, its #17 holding.
Carroll Advisory Group first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
308 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on Carroll Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.