Larson Financial Group’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Larson Financial Group’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	$282K	Sell	16,933 -2,254	-12%	-$37.6K	0.01%	721
2026 Q1	$321K	Buy	19,187 +133	+0.7%	+$2.25K	0.01%	598
2025 Q4	$322K	Sell	19,054 -454	-2%	-$7.69K	0.01%	585
2025 Q3	$330K	Buy	19,508 +801	+4%	+$13.5K	0.01%	584
2025 Q2	$314K	Sell	18,707 -914	-5%	-$15.2K	0.01%	557
2025 Q1	$326K	Buy	19,621 +14,757	+303%	+$243K	0.02%	503
2024 Q4	$79.6K	Buy	4,864 +619	+15%	+$10.3K	﹤0.01%	772
2024 Q3	$71.9K	Sell	4,245 -2,771	-39%	-$46.3K	﹤0.01%	804
2024 Q2	$114K	Buy	+7,016	New	+$114K	0.01%	614

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

Larson Financial Group's BSCU Position: Q2 2026 in Review

Larson Financial Group reduced its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 12% in Q2 2026, selling an estimated $37.6K and leaving 16,933 shares worth $282K. The position accounts for 0.01% of the portfolio, ranked #721.

Larson Financial Group first reported a position in BSCU in Q2 2024 and has held it in 9 quarters since. The position peaked at $330K in Q3 2025. 308 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

Larson Financial Group held 16,933 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $282K as of Q2 2026.
Larson Financial Group sold 2,254 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $37.6K.
Invesco BulletShares 2030 Corporate Bond ETF made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #721 holding.
Larson Financial Group first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Larson Financial Group's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $330K in Q3 2025.
308 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.