JPL Wealth Management’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

JPL Wealth Management’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	$1.2M	Sell	72,356 -898	-1%	-$15K	0.24%	74
2026 Q1	$1.22M	Buy	73,254 +2,334	+3%	+$39.4K	0.28%	77
2025 Q4	$1.2M	Buy	70,920 +12,482	+21%	+$211K	0.29%	77
2025 Q3	$988K	Buy	58,438 +9,067	+18%	+$153K	0.23%	81
2025 Q2	$828K	Sell	49,371 -5,724	-10%	-$94.9K	0.22%	80
2025 Q1	$914K	Buy	55,095 +14,589	+36%	+$240K	0.26%	76
2024 Q4	$663K	Buy	+40,506	New	+$671K	0.19%	83

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

JPL Wealth Management's BSCU Position: Q2 2026 in Review

JPL Wealth Management reduced its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 1.2% in Q2 2026, selling an estimated $15K and leaving 72,356 shares worth $1.2M. The position accounts for 0.24% of the portfolio, ranked #74.

JPL Wealth Management first reported a position in BSCU in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.22M in Q1 2026. 308 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

JPL Wealth Management held 72,356 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $1.2M as of Q2 2026.
JPL Wealth Management sold 898 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $15K.
Invesco BulletShares 2030 Corporate Bond ETF made up 0.24% of JPL Wealth Management's portfolio in Q2 2026, its #74 holding.
JPL Wealth Management first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
JPL Wealth Management's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $1.22M in Q1 2026.
308 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.