Envestnet Asset Management
BSCU icon

Envestnet Asset Management’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Envestnet Asset Management’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 		$21.6M Buy
1,295,777
+157,155
+14% +$2.62M 0.01% 1393
2026
Q1 		$19M Buy
1,138,622
+153,134
+16% +$2.59M 0.01% 1374
2025
Q4 		$16.7M Sell
985,488
-540,362
-35% -$9.15M ﹤0.01% 1325
2025
Q3 		$25.8M Sell
1,525,850
-76,140
-5% -$1.28M 0.01% 1118
2025
Q2 		$26.9M Buy
1,601,990
+65,266
+4% +$1.08M 0.01% 1065
2025
Q1 		$25.5M Buy
1,536,724
+216,155
+16% +$3.56M 0.01% 1041
2024
Q4 		$21.6M Buy
1,320,569
+103,538
+9% +$1.72M 0.01% 1150
2024
Q3 		$20.6M Buy
1,217,031
+148,499
+14% +$2.48M 0.01% 1166
2024
Q2 		$17.4M Buy
1,068,532
+109,921
+11% +$1.78M 0.01% 1211
2024
Q1 		$15.7M Buy
958,611
+555,764
+138% +$9.12M 0.01% 1242
2023
Q4 		$6.7M Buy
402,847
+50,447
+14% +$800K ﹤0.01% 1701
2023
Q3 		$5.49M Buy
352,400
+44,601
+14% +$713K ﹤0.01% 1728
2023
Q2 		$4.99M Buy
307,799
+30,376
+11% +$497K ﹤0.01% 1708
2023
Q1 		$4.57M Buy
277,423
+7,839
+3% +$128K ﹤0.01% 1696
2022
Q4 		$4.3M Buy
+269,584
New +$4.28M ﹤0.01% 1687

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

Envestnet Asset Management's BSCU Position: Q2 2026 in Review

Envestnet Asset Management increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 14% in Q2 2026, buying an estimated $2.62M and bringing the position to 1,295,777 shares worth $21.6M. The position accounts for 0.01% of the portfolio, ranked #1393.

Envestnet Asset Management first reported a position in BSCU in Q4 2022 and has held it in 15 quarters since. The position peaked at $26.9M in Q2 2025. 308 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

  • Envestnet Asset Management held 1,295,777 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $21.6M as of Q2 2026.
  • Envestnet Asset Management bought 157,155 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $2.62M.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1393 holding.
  • Envestnet Asset Management first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Envestnet Asset Management's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $26.9M in Q2 2025.
  • 308 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.