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

Clearstead 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	$65.1M	Buy	3,910,447 +89,907	+2%	+$1.5M	0.61%	39
2026 Q1	$63.9M	Buy	3,820,540 +239,954	+7%	+$4.05M	0.58%	39
2025 Q4	$60.6M	Buy	3,580,586 +245,555	+7%	+$4.16M	0.76%	29
2025 Q3	$56.4M	Buy	3,335,031 +211,975	+7%	+$3.57M	0.74%	31
2025 Q2	$52.4M	Buy	3,123,056 +72,212	+2%	+$1.2M	0.74%	30
2025 Q1	$50.6M	Sell	3,050,844 -15,831	-0.5%	-$261K	0.79%	29
2024 Q4	$50.2M	Buy	3,066,675 +167,770	+6%	+$2.78M	0.76%	31
2024 Q3	$49.1M	Buy	2,898,905 +256,199	+10%	+$4.28M	0.76%	28
2024 Q2	$43M	Buy	+2,642,706	New	+$42.8M	0.73%	30

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Clearstead Advisors's BSCU Position: Q2 2026 in Review

Clearstead Advisors increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 2.4% in Q2 2026, buying an estimated $1.5M and bringing the position to 3,910,447 shares worth $65.1M. The position accounts for 0.61% of the portfolio, ranked #39.

Clearstead Advisors first reported a position in BSCU in Q2 2024 and has held it in 9 quarters since. 308 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

Clearstead Advisors held 3,910,447 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $65.1M as of Q2 2026.
Clearstead Advisors bought 89,907 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $1.5M.
Invesco BulletShares 2030 Corporate Bond ETF made up 0.61% of Clearstead Advisors's portfolio in Q2 2026, its #39 holding.
Clearstead Advisors first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
308 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

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