Darden Wealth Group’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Darden Wealth Group’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	$200K	Hold	12,000	–	–	0.08%	152
2026 Q1	$201K	Hold	12,000	–	–	0.1%	147
2025 Q4	$203K	Hold	12,000	–	–	0.1%	141
2025 Q3	$203K	Hold	12,000	–	–	0.11%	132
2025 Q2	$201K	Buy	+12,000	New	+$199K	0.12%	130
2024 Q1	–	Sell	-12,000	Closed	-$200K	–	108
2023 Q4	$200K	Buy	+12,000	New	+$190K	0.19%	99

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

Darden Wealth Group's BSCU Position: Q2 2026 in Review

Darden Wealth Group held its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) position steady in Q2 2026 at 12,000 shares worth $200K. The position accounts for 0.08% of the portfolio, ranked #152.

Darden Wealth Group first reported a position in BSCU in Q4 2023 and has held it in 6 quarters since. The position peaked at $203K in Q4 2025. 309 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

Darden Wealth Group held 12,000 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $200K as of Q2 2026.
Darden Wealth Group left its Invesco BulletShares 2030 Corporate Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2030 Corporate Bond ETF made up 0.08% of Darden Wealth Group's portfolio in Q2 2026, its #152 holding.
Darden Wealth Group first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2023 and has held it in 6 quarters since.
Darden Wealth Group's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $203K in Q4 2025.
309 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on Darden Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.