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Guardian Wealth Advisors (North Carolina)’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		– Sell
-9,335
Closed -$156K – 393
2026
Q1 		$156K Buy
+9,335
New +$158K 0.01% 369

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

Guardian Wealth Advisors (North Carolina)'s BSCU Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of Invesco BulletShares 2030 Corporate Bond ETF (BSCU) in Q2 2026, closing a stake of 9,335 shares — an estimated $156K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in BSCU in Q1 2026 and held it in 1 quarter. The position peaked at $156K in Q1 2026. 308 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) reported no remaining Invesco BulletShares 2030 Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 9,335 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $156K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q1 2026 and held it in 1 quarter.
  • Guardian Wealth Advisors (North Carolina)'s Invesco BulletShares 2030 Corporate Bond ETF position peaked at $156K in Q1 2026.
  • 308 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.