Creative Planning
BSCU icon

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

Creative 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
Q1 		$620K Buy
37,085
+2,646
+8% +$44.7K ﹤0.01% 2857
2025
Q4 		$583K Sell
34,439
-5,911
-15% -$100K ﹤0.01% 2704
2025
Q3 		$682K Buy
40,350
+13,631
+51% +$230K ﹤0.01% 2456
2025
Q2 		$448K Buy
26,719
+6,902
+35% +$114K ﹤0.01% 2562
2025
Q1 		$329K Buy
+19,817
New +$326K ﹤0.01% 2665

Other funds holding BSCU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning's BSCU Position: Q1 2026 in Review

Creative Planning increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 7.7% in Q1 2026, buying an estimated $44.7K and bringing the position to 37,085 shares worth $620K. The position accounts for ﹤0.01% of the portfolio, ranked #2857.

Creative Planning first reported a position in BSCU in Q1 2025 and has held it in 5 quarters since. The position peaked at $682K in Q3 2025. 299 funds tracked by Wall St. Rank hold BSCU as of Q1 2026.

  • Creative Planning held 37,085 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $620K as of Q1 2026.
  • Creative Planning bought 2,646 Invesco BulletShares 2030 Corporate Bond ETF shares in Q1 2026, an estimated $44.7K.
  • Invesco BulletShares 2030 Corporate Bond ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2857 holding.
  • Creative Planning first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Creative Planning's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $682K in Q3 2025.
  • 299 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.