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

HB 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 		$353K Buy
21,200
+170
+0.8% +$2.84K ﹤0.01% 1282
2026
Q1 		$352K Buy
21,030
+5,192
+33% +$87.7K ﹤0.01% 1132
2025
Q4 		$268K Buy
15,838
+3,083
+24% +$52.2K ﹤0.01% 1196
2025
Q3 		$216K Buy
+12,755
New +$215K ﹤0.01% 1240

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

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

HB Wealth Management increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 0.81% in Q2 2026, buying an estimated $2.84K and bringing the position to 21,200 shares worth $353K. The position accounts for ﹤0.01% of the portfolio, ranked #1282.

HB Wealth Management first reported a position in BSCU in Q3 2025 and has held it in 4 quarters since. 311 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

  • HB Wealth Management held 21,200 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $353K as of Q2 2026.
  • HB Wealth Management bought 170 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $2.84K.
  • Invesco BulletShares 2030 Corporate Bond ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1282 holding.
  • HB Wealth Management first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 311 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.