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Heritage Trust’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Heritage Trust’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 		$2.16M Buy
129,558
+22,607
+21% +$378K 0.19% 125
2026
Q1 		$1.79M Buy
106,951
+36,610
+52% +$618K 0.18% 131
2025
Q4 		$1.19M Buy
70,341
+16,665
+31% +$282K 0.12% 153
2025
Q3 		$907K Buy
53,676
+13,613
+34% +$229K 0.1% 173
2025
Q2 		$672K Buy
40,063
+16,088
+67% +$267K 0.08% 187
2025
Q1 		$398K Buy
23,975
+7,770
+48% +$128K 0.05% 233
2024
Q4 		$265K Buy
+16,205
New +$269K 0.03% 268

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

Heritage Trust's BSCU Position: Q2 2026 in Review

Heritage Trust increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 21% in Q2 2026, buying an estimated $378K and bringing the position to 129,558 shares worth $2.16M. The position accounts for 0.19% of the portfolio, ranked #125.

Heritage Trust first reported a position in BSCU in Q4 2024 and has held it in 7 quarters since. 310 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

  • Heritage Trust held 129,558 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $2.16M as of Q2 2026.
  • Heritage Trust bought 22,607 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $378K.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 0.19% of Heritage Trust's portfolio in Q2 2026, its #125 holding.
  • Heritage Trust first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 310 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on Heritage Trust's 13F filing for Q2 2026, filed 6 Aug 2026.