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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
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 $1.66T 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

Heritage Trust's BSCU Position: Q1 2026 in Review

Heritage Trust increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 52% in Q1 2026, buying an estimated $618K and bringing the position to 106,951 shares worth $1.79M. The position accounts for 0.18% of the portfolio, ranked #131.

Heritage Trust 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.

  • Heritage Trust held 106,951 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $1.79M as of Q1 2026.
  • Heritage Trust bought 36,610 Invesco BulletShares 2030 Corporate Bond ETF shares in Q1 2026, an estimated $618K.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 0.18% of Heritage Trust's portfolio in Q1 2026, its #131 holding.
  • Heritage Trust 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 Heritage Trust's 13F filing for Q1 2026, filed 13 May 2026.