Koss-Olinger Consulting’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Koss-Olinger Consulting’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	$175K	Buy	10,529 +120	+1%	+$2K	0.01%	161
2026 Q1	$174K	Hold	10,409	–	–	0.01%	248
2025 Q4	$176K	Hold	10,409	–	–	0.01%	263
2025 Q3	$175K	Hold	10,409	–	–	0.01%	300
2025 Q2	$175K	Buy	+10,409	New	+$173K	0.01%	303

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

Koss-Olinger Consulting's BSCU Position: Q2 2026 in Review

Koss-Olinger Consulting increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 1.2% in Q2 2026, buying an estimated $2K and bringing the position to 10,529 shares worth $175K. The position accounts for 0.01% of the portfolio, ranked #161.

Koss-Olinger Consulting first reported a position in BSCU in Q2 2025 and has held it in 5 quarters since. The position peaked at $176K in Q4 2025. 308 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

Koss-Olinger Consulting held 10,529 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $175K as of Q2 2026.
Koss-Olinger Consulting bought 120 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $2K.
Invesco BulletShares 2030 Corporate Bond ETF made up 0.01% of Koss-Olinger Consulting's portfolio in Q2 2026, its #161 holding.
Koss-Olinger Consulting first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
Koss-Olinger Consulting's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $176K in Q4 2025.
308 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.