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

Concurrent Investment 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 		$670K Buy
+40,263
New +$672K 0.01% 1234
2026
Q1 		– Sell
-12,974
Closed -$220K – 1942
2025
Q4 		$220K Buy
+12,974
New +$220K ﹤0.01% 1588

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

Concurrent Investment Advisors's BSCU Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in Invesco BulletShares 2030 Corporate Bond ETF (BSCU) in Q2 2026: 40,263 shares worth $670K. The stake represents 0.01% of the portfolio and ranks #1234 among its holdings. This is a return to the name: Concurrent Investment Advisors previously reported a position in BSCU as recently as Q4 2025.

Concurrent Investment Advisors first reported a position in BSCU in Q4 2025 and has held it in 2 quarters since. 311 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

  • Concurrent Investment Advisors held 40,263 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $670K as of Q2 2026.
  • Invesco BulletShares 2030 Corporate Bond ETF was a new Concurrent Investment Advisors position in Q2 2026.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1234 holding.
  • Concurrent Investment Advisors first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 311 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.