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

Evexia Wealth’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	$769K	Sell	46,493 -21,874	-32%	-$365K	0.21%	50
2026 Q1	$1.15M	Buy	68,367 +10,105	+17%	+$171K	0.32%	43
2025 Q4	$988K	Sell	58,262 -135,830	-70%	-$2.3M	0.28%	45
2025 Q3	$3.29M	Buy	194,092 +8,781	+5%	+$148K	0.99%	34
2025 Q2	$3.11M	Buy	185,311 +92,882	+100%	+$1.54M	0.98%	35
2025 Q1	$1.53M	Buy	92,429 +2,129	+2%	+$35K	0.56%	41
2024 Q4	$1.48M	Buy	+90,300	New	+$1.5M	0.5%	41

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

Evexia Wealth's BSCU Position: Q2 2026 in Review

Evexia Wealth reduced its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 32% in Q2 2026, selling an estimated $365K and leaving 46,493 shares worth $769K. The position accounts for 0.21% of the portfolio, ranked #50.

Evexia Wealth first reported a position in BSCU in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.29M in Q3 2025. 308 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

Evexia Wealth held 46,493 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $769K as of Q2 2026.
Evexia Wealth sold 21,874 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $365K.
Invesco BulletShares 2030 Corporate Bond ETF made up 0.21% of Evexia Wealth's portfolio in Q2 2026, its #50 holding.
Evexia Wealth first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Evexia Wealth's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $3.29M in Q3 2025.
308 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on Evexia Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.