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Independent Advisor Alliance’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Independent Advisor Alliance’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
-509,239
Closed -$8.51M – 1095
2026
Q1 		$8.51M Buy
+509,239
New +$8.6M 0.09% 199
2025
Q1 		– Sell
-428,421
Closed -$7.01M – 858
2024
Q4 		$7.01M Buy
+428,421
New +$7.1M 0.09% 208

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

Independent Advisor Alliance's BSCU Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Invesco BulletShares 2030 Corporate Bond ETF (BSCU) in Q2 2026, closing a stake of 509,239 shares — an estimated $8.51M sold.

Independent Advisor Alliance first reported a position in BSCU in Q4 2024 and held it in 2 quarters. The position peaked at $8.51M in Q1 2026. 308 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Invesco BulletShares 2030 Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 509,239 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $8.51M.
  • Independent Advisor Alliance first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $8.51M in Q1 2026.
  • 308 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.