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Harbour Investments’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Harbour Investments’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
Q1 		$815K Buy
48,736
+9,720
+25% +$164K 0.01% 844
2025
Q4 		$660K Sell
39,016
-157
-0.4% -$2.66K 0.01% 744
2025
Q3 		$662K Buy
39,173
+4,399
+13% +$74.1K 0.02% 712
2025
Q2 		$584K Buy
34,774
+340
+1% +$5.64K 0.01% 716
2025
Q1 		$571K Buy
34,434
+13,327
+63% +$219K 0.02% 669
2024
Q4 		$346K Buy
+21,107
New +$350K 0.01% 829

Other funds holding BSCU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Harbour Investments's BSCU Position: Q1 2026 in Review

Harbour Investments increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 25% in Q1 2026, buying an estimated $164K and bringing the position to 48,736 shares worth $815K. The position accounts for 0.01% of the portfolio, ranked #844.

Harbour Investments first reported a position in BSCU in Q4 2024 and has held it in 6 quarters since. 299 funds tracked by Wall St. Rank hold BSCU as of Q1 2026.

  • Harbour Investments held 48,736 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $815K as of Q1 2026.
  • Harbour Investments bought 9,720 Invesco BulletShares 2030 Corporate Bond ETF shares in Q1 2026, an estimated $164K.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 0.01% of Harbour Investments's portfolio in Q1 2026, its #844 holding.
  • Harbour Investments first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 299 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.