Kestra Advisory Services’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Kestra Advisory Services’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 Q3	$11.8M	Sell	729,814 -147,055	-17%	-$2.42M	0.03%	510
2026 Q2	$14.6M	Buy	876,869 +418,958	+91%	+$7M	0.05%	404
2026 Q1	$7.66M	Buy	457,911 +14,169	+3%	+$239K	0.03%	575
2025 Q4	$7.51M	Buy	443,742 +411,731	+1,286%	+$6.97M	0.03%	527
2025 Q3	$541K	Buy	32,011 +5,973	+23%	+$101K	﹤0.01%	2002
2025 Q2	$437K	Buy	26,038 +5,105	+24%	+$84.7K	﹤0.01%	2067
2025 Q1	$347K	Buy	20,933 +2,131	+11%	+$35.1K	﹤0.01%	2065
2024 Q4	$308K	Buy	+18,802	New	+$312K	﹤0.01%	2195

Other funds holding BSCU

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Aptus Capital Advisors Fairhope, Alabama $15.9B AUM 16.28% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

Atlantic Union Bankshares Glen Allen, Virginia $6.11B AUM 17.62% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Fusion Family Wealth Woodbury, New York $1.51B AUM 14.66% 1-Year Est. Return

Kestra Advisory Services's BSCU Position: Q3 2026 in Review

Kestra Advisory Services reduced its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 17% in Q3 2026, selling an estimated $2.42M and leaving 729,814 shares worth $11.8M. The position accounts for 0.03% of the portfolio, ranked #510.

Kestra Advisory Services first reported a position in BSCU in Q4 2024 and has held it in 8 quarters since. The position peaked at $14.6M in Q2 2026. 293 funds tracked by Wall St. Rank hold BSCU as of Q3 2026.

Kestra Advisory Services held 729,814 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $11.8M as of Q3 2026.
Kestra Advisory Services sold 147,055 Invesco BulletShares 2030 Corporate Bond ETF shares in Q3 2026, an estimated $2.42M.
Invesco BulletShares 2030 Corporate Bond ETF made up 0.03% of Kestra Advisory Services's portfolio in Q3 2026, its #510 holding.
Kestra Advisory Services first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2024 and has held it in 8 quarters since.
Kestra Advisory Services's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $14.6M in Q2 2026.
293 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.