Integrated Wealth Concepts’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Integrated Wealth Concepts’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	$1.33M	Buy	80,086 +13,448	+20%	+$225K	0.01%	1044
2026 Q1	$1.11M	Buy	66,638 +20,141	+43%	+$340K	0.01%	1045
2025 Q4	$787K	Buy	46,497 +9,942	+27%	+$168K	0.01%	885
2025 Q3	$618K	Buy	36,555 +2,187	+6%	+$36.8K	0.01%	1237
2025 Q2	$577K	Sell	34,368 -9,284	-21%	-$154K	0.01%	1192
2025 Q1	$724K	Buy	43,652 +18,442	+73%	+$304K	0.01%	978
2024 Q4	$413K	Hold	25,210	–	–	﹤0.01%	1215
2024 Q3	$427K	Hold	25,210	–	–	0.01%	1158
2024 Q2	$410K	Buy	25,210 +8,380	+50%	+$136K	0.01%	1146
2024 Q1	$276K	Buy	16,830 +4,041	+32%	+$66.3K	﹤0.01%	1365
2023 Q4	$213K	Buy	+12,789	New	+$203K	﹤0.01%	1441

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

Integrated Wealth Concepts's BSCU Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 20% in Q2 2026, buying an estimated $225K and bringing the position to 80,086 shares worth $1.33M. The position accounts for 0.01% of the portfolio, ranked #1044.

Integrated Wealth Concepts first reported a position in BSCU in Q4 2023 and has held it in 11 quarters since. 310 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

Integrated Wealth Concepts held 80,086 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $1.33M as of Q2 2026.
Integrated Wealth Concepts bought 13,448 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $225K.
Invesco BulletShares 2030 Corporate Bond ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1044 holding.
Integrated Wealth Concepts first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
310 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.