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 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 $1.66T AUM 25.57% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kestra Advisory Services's BSCU Position: Q1 2026 in Review

Kestra Advisory Services increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 3.2% in Q1 2026, buying an estimated $239K and bringing the position to 457,911 shares worth $7.66M. The position accounts for 0.03% of the portfolio, ranked #575.

Kestra Advisory Services first reported a position in BSCU in Q4 2024 and has held it in 6 quarters since. 299 funds tracked by Wall St. Rank hold BSCU as of Q1 2026.

Kestra Advisory Services held 457,911 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $7.66M as of Q1 2026.
Kestra Advisory Services bought 14,169 Invesco BulletShares 2030 Corporate Bond ETF shares in Q1 2026, an estimated $239K.
Invesco BulletShares 2030 Corporate Bond ETF made up 0.03% of Kestra Advisory Services's portfolio in Q1 2026, its #575 holding.
Kestra Advisory Services first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
299 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.