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Cornerstone Planning’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Cornerstone Planning’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 		$9.73M Buy
584,751
+17,730
+3% +$296K 2.25% 8
2026
Q1 		$9.5M Buy
567,021
+140,216
+33% +$2.37M 2.14% 9
2025
Q4 		$7.23M Buy
+426,805
New +$7.23M 1.68% 17
2024
Q4 		$1.76M Buy
+107,300
New +$1.78M 0.67% 50

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

Cornerstone Planning's BSCU Position: Q2 2026 in Review

Cornerstone Planning increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 3.1% in Q2 2026, buying an estimated $296K and bringing the position to 584,751 shares worth $9.73M. The position accounts for 2.25% of the portfolio, ranked #8.

Cornerstone Planning first reported a position in BSCU in Q4 2024 and has held it in 4 quarters since. 308 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

  • Cornerstone Planning held 584,751 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $9.73M as of Q2 2026.
  • Cornerstone Planning bought 17,730 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $296K.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 2.25% of Cornerstone Planning's portfolio in Q2 2026, its #8 holding.
  • Cornerstone Planning first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2024 and has held it in 4 quarters since.
  • 308 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on Cornerstone Planning's 13F filing for Q2 2026, filed 30 Jul 2026.