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

Kestra Private Wealth 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 		$1.28M Sell
76,562
-1,568
-2% -$26.5K 0.02% 722
2025
Q4 		$1.32M Buy
78,130
+5,647
+8% +$95.6K 0.02% 686
2025
Q3 		$1.22M Sell
72,483
-6,343
-8% -$107K 0.02% 695
2025
Q2 		$1.32M Buy
78,826
+33,751
+75% +$560K 0.02% 625
2025
Q1 		$748K Buy
+45,075
New +$742K 0.01% 791

Other funds holding BSCU

Morgan Stanley
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
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kestra Private Wealth Services's BSCU Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 2% in Q1 2026, selling an estimated $26.5K and leaving 76,562 shares worth $1.28M. The position accounts for 0.02% of the portfolio, ranked #722.

Kestra Private Wealth Services first reported a position in BSCU in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.32M in Q2 2025. 299 funds tracked by Wall St. Rank hold BSCU as of Q1 2026.

  • Kestra Private Wealth Services held 76,562 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $1.28M as of Q1 2026.
  • Kestra Private Wealth Services sold 1,568 Invesco BulletShares 2030 Corporate Bond ETF shares in Q1 2026, an estimated $26.5K.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 0.02% of Kestra Private Wealth Services's portfolio in Q1 2026, its #722 holding.
  • Kestra Private Wealth Services first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Kestra Private Wealth Services's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $1.32M in Q2 2025.
  • 299 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.