EI
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Ellevest Inc’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Ellevest Inc’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 		$2.62M Buy
157,422
+4,593
+3% +$76.7K 0.31% 45
2026
Q1 		$2.56M Buy
152,829
+1,470
+1% +$24.8K 0.36% 41
2025
Q4 		$2.56M Buy
151,359
+47,530
+46% +$805K 0.35% 38
2025
Q3 		$1.75M Buy
103,829
+3,888
+4% +$65.5K 0.25% 53
2025
Q2 		$1.68M Buy
99,941
+1,938
+2% +$32.1K 0.27% 50
2025
Q1 		$1.63M Buy
98,003
+8,059
+9% +$133K 0.11% 61
2024
Q4 		$1.47M Buy
89,944
+6,177
+7% +$102K 0.09% 73
2024
Q3 		$1.42M Buy
83,767
+18,014
+27% +$301K 0.08% 75
2024
Q2 		$1.07M Buy
65,753
+7,444
+13% +$121K 0.06% 91
2024
Q1 		$956K Buy
58,309
+9,886
+20% +$162K 0.06% 103
2023
Q4 		$806K Buy
48,423
+14,942
+45% +$237K 0.05% 110
2023
Q3 		$522K Buy
33,481
+7,964
+31% +$127K 0.04% 139
2023
Q2 		$413K Buy
25,517
+489
+2% +$8K 0.03% 197
2023
Q1 		$413K Sell
25,028
-2,043
-8% -$33.3K 0.03% 175
2022
Q4 		$432K Buy
27,071
+955
+4% +$15.2K 0.04% 151
2022
Q3 		$406K Sell
26,116
-9
-0% -$149 0.04% 123
2022
Q2 		$429K Sell
26,125
-1,174
-4% -$19.7K 0.04% 125
2022
Q1 		$486K Sell
27,299
-153
-0.6% -$2.82K 0.04% 127
2021
Q4 		$531K Buy
27,452
+4,598
+20% +$89.2K 0.05% 96
2021
Q3 		$446K Buy
22,854
+518
+2% +$10.2K 0.04% 104
2021
Q2 		$439K Buy
22,336
+1,120
+5% +$21.7K 0.04% 104
2021
Q1 		$404K Buy
21,216
+5,259
+33% +$103K 0.05% 95
2020
Q4 		$325K Buy
+15,957
New +$320K 0.05% 93

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

Ellevest Inc's BSCU Position: Q2 2026 in Review

Ellevest Inc increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 3% in Q2 2026, buying an estimated $76.7K and bringing the position to 157,422 shares worth $2.62M. The position accounts for 0.31% of the portfolio, ranked #45.

Ellevest Inc first reported a position in BSCU in Q4 2020 and has held it in 23 quarters since. 310 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

  • Ellevest Inc held 157,422 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $2.62M as of Q2 2026.
  • Ellevest Inc bought 4,593 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $76.7K.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 0.31% of Ellevest Inc's portfolio in Q2 2026, its #45 holding.
  • Ellevest Inc first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • 310 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.