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Everpar Advisors’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Everpar Advisors’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 		$1.53M Buy
91,642
+10,093
+12% +$169K 0.43% 48
2026
Q1 		$1.36M Buy
81,549
+5,669
+7% +$95.7K 0.47% 43
2025
Q4 		$1.28M Buy
75,880
+2,713
+4% +$45.9K 0.48% 43
2025
Q3 		$1.24M Buy
73,167
+40,013
+121% +$674K 0.49% 38
2025
Q2 		$556K Buy
33,154
+13,373
+68% +$222K 0.25% 96
2025
Q1 		$328K Buy
19,781
+3,509
+22% +$57.8K 0.17% 161
2024
Q4 		$266K Buy
16,272
+4,626
+40% +$76.7K 0.13% 204
2024
Q3 		$197K Buy
11,646
+1,550
+15% +$25.9K 0.1% 256
2024
Q2 		$164K Buy
+10,096
New +$164K 0.08% 261

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

Everpar Advisors's BSCU Position: Q2 2026 in Review

Everpar Advisors increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 12% in Q2 2026, buying an estimated $169K and bringing the position to 91,642 shares worth $1.53M. The position accounts for 0.43% of the portfolio, ranked #48.

Everpar Advisors first reported a position in BSCU in Q2 2024 and has held it in 9 quarters since. 309 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

  • Everpar Advisors held 91,642 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $1.53M as of Q2 2026.
  • Everpar Advisors bought 10,093 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $169K.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 0.43% of Everpar Advisors's portfolio in Q2 2026, its #48 holding.
  • Everpar Advisors first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • 309 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.