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Insight Wealth Partners’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Insight Wealth Partners’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 		$312K Buy
18,747
+2,630
+16% +$43.9K 0.04% 105
2026
Q1 		$269K Buy
16,117
+299
+2% +$5.05K 0.04% 101
2025
Q4 		$268K Hold
15,818
– – 0.04% 95
2025
Q3 		$267K Buy
15,818
+295
+2% +$4.97K 0.08% 98
2025
Q2 		$260K Buy
15,523
+1,214
+8% +$20.1K 0.1% 94
2025
Q1 		$237K Buy
+14,309
New +$236K 0.04% 98

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

Insight Wealth Partners's BSCU Position: Q2 2026 in Review

Insight Wealth Partners increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 16% in Q2 2026, buying an estimated $43.9K and bringing the position to 18,747 shares worth $312K. The position accounts for 0.04% of the portfolio, ranked #105.

Insight Wealth Partners first reported a position in BSCU in Q1 2025 and has held it in 6 quarters since. 309 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

  • Insight Wealth Partners held 18,747 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $312K as of Q2 2026.
  • Insight Wealth Partners bought 2,630 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $43.9K.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 0.04% of Insight Wealth Partners's portfolio in Q2 2026, its #105 holding.
  • Insight Wealth Partners first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 309 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on Insight Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.