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 Q2	$1.39M	Buy	83,348 +6,786	+9%	+$113K	0.02%	742
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 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 Private Wealth Services's BSCU Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 8.9% in Q2 2026, buying an estimated $113K and bringing the position to 83,348 shares worth $1.39M. The position accounts for 0.02% of the portfolio, ranked #742.

Kestra Private Wealth Services first reported a position in BSCU in Q1 2025 and has held it in 6 quarters since. 311 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

Kestra Private Wealth Services held 83,348 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $1.39M as of Q2 2026.
Kestra Private Wealth Services bought 6,786 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $113K.
Invesco BulletShares 2030 Corporate Bond ETF made up 0.02% of Kestra Private Wealth Services's portfolio in Q2 2026, its #742 holding.
Kestra Private Wealth Services first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
311 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

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