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 Q2	$581K	Sell	34,919 -2,166	-6%	-$36.2K	﹤0.01%	3081
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 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

Creative Planning's BSCU Position: Q2 2026 in Review

Creative Planning reduced its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 5.8% in Q2 2026, selling an estimated $36.2K and leaving 34,919 shares worth $581K. The position accounts for ﹤0.01% of the portfolio, ranked #3081.

Creative Planning first reported a position in BSCU in Q1 2025 and has held it in 6 quarters since. The position peaked at $682K in Q3 2025. 309 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

Creative Planning held 34,919 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $581K as of Q2 2026.
Creative Planning sold 2,166 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $36.2K.
Invesco BulletShares 2030 Corporate Bond ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3081 holding.
Creative Planning first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
Creative Planning's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $682K in Q3 2025.
309 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.