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Independent Financial Group’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Independent Financial Group’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 		$554K Sell
33,281
-774
-2% -$12.9K 0.01% 952
2026
Q1 		$569K Buy
34,055
+120
+0.4% +$2.03K 0.01% 870
2025
Q4 		$574K Buy
33,935
+12,212
+56% +$207K 0.01% 837
2025
Q3 		$367K Buy
+21,723
New +$366K 0.01% 986

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 Financial Group's BSCU Position: Q2 2026 in Review

Independent Financial Group reduced its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 2.3% in Q2 2026, selling an estimated $12.9K and leaving 33,281 shares worth $554K. The position accounts for 0.01% of the portfolio, ranked #952.

Independent Financial Group first reported a position in BSCU in Q3 2025 and has held it in 4 quarters since. The position peaked at $574K in Q4 2025. 308 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

  • Independent Financial Group held 33,281 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $554K as of Q2 2026.
  • Independent Financial Group sold 774 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $12.9K.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #952 holding.
  • Independent Financial Group first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Independent Financial Group's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $574K in Q4 2025.
  • 308 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.