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

Evolution Wealth 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 		$583 Hold
35
– – ﹤0.01% 895
2026
Q1 		$585 Hold
35
– – ﹤0.01% 808
2025
Q4 		$592 Hold
35
– – ﹤0.01% 701
2025
Q3 		$592 Buy
+35
New +$589 ﹤0.01% 552

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

Evolution Wealth Management's BSCU Position: Q2 2026 in Review

Evolution Wealth Management held its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) position steady in Q2 2026 at 35 shares worth $583. The position accounts for ﹤0.01% of the portfolio, ranked #895.

Evolution Wealth Management first reported a position in BSCU in Q3 2025 and has held it in 4 quarters since. The position peaked at $592 in Q4 2025. 309 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

  • Evolution Wealth Management held 35 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $583 as of Q2 2026.
  • Evolution Wealth Management left its Invesco BulletShares 2030 Corporate Bond ETF share count unchanged in Q2 2026.
  • Invesco BulletShares 2030 Corporate Bond ETF made up ﹤0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #895 holding.
  • Evolution Wealth Management first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Evolution Wealth Management's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $592 in Q4 2025.
  • 309 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.