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Equitable Holdings’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Equitable Holdings’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 		$927K Buy
54,760
+695
+1% +$11.7K 0.01% 1006
2025
Q4 		$915K Buy
54,065
+24,729
+84% +$419K 0.01% 894
2025
Q3 		$496K Buy
29,336
+2,499
+9% +$42.1K ﹤0.01% 1075
2025
Q2 		$450K Buy
26,837
+111
+0.4% +$1.84K ﹤0.01% 1040
2025
Q1 		$443K Buy
26,726
+102
+0.4% +$1.68K ﹤0.01% 953
2024
Q4 		$436K Sell
26,624
-43,602
-62% -$722K ﹤0.01% 908
2024
Q3 		$1.19M Sell
70,226
-2,121
-3% -$35.5K 0.01% 629
2024
Q2 		$1.18M Buy
72,347
+8,298
+13% +$134K 0.01% 614
2024
Q1 		$1.05M Buy
64,049
+2,542
+4% +$41.7K 0.01% 604
2023
Q4 		$1.02M Sell
61,507
-10,807
-15% -$171K 0.01% 571
2023
Q3 		$1.13M Buy
72,314
+7,090
+11% +$113K 0.02% 511
2023
Q2 		$1.06M Buy
65,224
+4,850
+8% +$79.3K 0.02% 503
2023
Q1 		$996K Sell
60,374
-13,000
-18% -$212K 0.02% 468
2022
Q4 		$1.17M Buy
73,374
+43,350
+144% +$688K 0.02% 409
2022
Q3 		$467K Buy
+30,024
New +$496K 0.01% 571

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

Equitable Holdings's BSCU Position: Q1 2026 in Review

Equitable Holdings increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 1.3% in Q1 2026, buying an estimated $11.7K and bringing the position to 54,760 shares worth $927K. The position accounts for 0.01% of the portfolio, ranked #1006.

Equitable Holdings first reported a position in BSCU in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.19M in Q3 2024. 299 funds tracked by Wall St. Rank hold BSCU as of Q1 2026.

  • Equitable Holdings held 54,760 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $927K as of Q1 2026.
  • Equitable Holdings bought 695 Invesco BulletShares 2030 Corporate Bond ETF shares in Q1 2026, an estimated $11.7K.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 0.01% of Equitable Holdings's portfolio in Q1 2026, its #1006 holding.
  • Equitable Holdings first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q3 2022 and has held it in 15 quarters since.
  • Equitable Holdings's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $1.19M in Q3 2024.
  • 299 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.