Infinity Wealth Counsel’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Infinity Wealth Counsel’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	$3.5M	Buy	210,039 +14,770	+8%	+$247K	2.82%	13
2026 Q1	$3.26M	Buy	195,269 +2,472	+1%	+$41.7K	3%	11
2025 Q4	$3.26M	Buy	192,797 +21,925	+13%	+$371K	2.97%	11
2025 Q3	$2.89M	Sell	170,872 -2,194	-1%	-$36.9K	2.8%	13
2025 Q2	$2.9M	Buy	173,066 +5,666	+3%	+$94K	2.93%	12
2025 Q1	$2.78M	Buy	167,400 +1,710	+1%	+$28.1K	3%	12
2024 Q4	$2.71M	Buy	+165,690	New	+$2.75M	2.89%	12

Other funds holding BSCU

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 Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

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

Infinity Wealth Counsel's BSCU Position: Q2 2026 in Review

Infinity Wealth Counsel increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 7.6% in Q2 2026, buying an estimated $247K and bringing the position to 210,039 shares worth $3.5M. The position accounts for 2.82% of the portfolio, ranked #13.

Infinity Wealth Counsel first reported a position in BSCU in Q4 2024 and has held it in 7 quarters since. 309 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

Infinity Wealth Counsel held 210,039 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $3.5M as of Q2 2026.
Infinity Wealth Counsel bought 14,770 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $247K.
Invesco BulletShares 2030 Corporate Bond ETF made up 2.82% of Infinity Wealth Counsel's portfolio in Q2 2026, its #13 holding.
Infinity Wealth Counsel first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
309 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on Infinity Wealth Counsel's 13F filing for Q2 2026, filed 9 Jul 2026.