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 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 $1.89T 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

Kestra Advisory Services's BSCU Position: Q2 2026 in Review

Kestra Advisory Services increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 91% in Q2 2026, buying an estimated $7M and bringing the position to 876,869 shares worth $14.6M. The position accounts for 0.05% of the portfolio, ranked #404.

Kestra Advisory Services first reported a position in BSCU in Q4 2024 and has held it in 7 quarters since. 310 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

Kestra Advisory Services held 876,869 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $14.6M as of Q2 2026.
Kestra Advisory Services bought 418,958 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $7M.
Invesco BulletShares 2030 Corporate Bond ETF made up 0.05% of Kestra Advisory Services's portfolio in Q2 2026, its #404 holding.
Kestra Advisory Services first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
310 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.