Gilbert Capital Group’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Gilbert Capital Group’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	$282K	Sell	16,952 -4,123	-20%	-$68.9K	0.2%	52
2026 Q1	$352K	Sell	21,075 -969	-4%	-$16.4K	0.27%	45
2025 Q4	$373K	Sell	22,044 -2,375	-10%	-$40.2K	0.28%	46
2025 Q3	$413K	Hold	24,419	–	–	0.32%	43
2025 Q2	$410K	Buy	+24,419	New	+$405K	0.34%	40

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

Gilbert Capital Group's BSCU Position: Q2 2026 in Review

Gilbert Capital Group reduced its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 20% in Q2 2026, selling an estimated $68.9K and leaving 16,952 shares worth $282K. The position accounts for 0.2% of the portfolio, ranked #52.

Gilbert Capital Group first reported a position in BSCU in Q2 2025 and has held it in 5 quarters since. The position peaked at $413K in Q3 2025. 308 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

Gilbert Capital Group held 16,952 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $282K as of Q2 2026.
Gilbert Capital Group sold 4,123 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $68.9K.
Invesco BulletShares 2030 Corporate Bond ETF made up 0.2% of Gilbert Capital Group's portfolio in Q2 2026, its #52 holding.
Gilbert Capital Group first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
Gilbert Capital Group's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $413K in Q3 2025.
308 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on Gilbert Capital Group's 13F filing for Q2 2026, filed 13 Jul 2026.