J.W. Cole Advisors’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

J.W. Cole Advisors’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	$239K	Buy	+14,364	New	+$240K	﹤0.01%	1407
2026 Q1	–	Sell	-12,016	Closed	-$203K	–	831
2025 Q4	$203K	Buy	+12,016	New	+$203K	﹤0.01%	1299

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

J.W. Cole Advisors's BSCU Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Invesco BulletShares 2030 Corporate Bond ETF (BSCU) in Q2 2026: 14,364 shares worth $239K. The stake represents ﹤0.01% of the portfolio and ranks #1407 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in BSCU as recently as Q4 2025.

J.W. Cole Advisors first reported a position in BSCU in Q4 2025 and has held it in 2 quarters since. 309 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

J.W. Cole Advisors held 14,364 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $239K as of Q2 2026.
Invesco BulletShares 2030 Corporate Bond ETF was a new J.W. Cole Advisors position in Q2 2026.
Invesco BulletShares 2030 Corporate Bond ETF made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1407 holding.
J.W. Cole Advisors first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
309 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.