Laurel Wealth Advisors (North Carolina)’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	$1.44M	Buy	86,491 +26,675	+45%	+$446K	0.14%	98
2026 Q1	$1M	Buy	59,816 +39,996	+202%	+$675K	0.1%	114
2025 Q4	$335K	Buy	19,820 +8,481	+75%	+$144K	0.04%	159
2025 Q3	$192K	Buy	+11,339	New	+$191K	0.03%	163
2025 Q2	–	Sell	-9,779	Closed	-$162K	–	257
2025 Q1	$162K	Buy	9,779 +6,579	+206%	+$108K	0.03%	190
2024 Q4	$52.4K	Buy	+3,200	New	+$53K	0.01%	308

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

Laurel Wealth Advisors (North Carolina)'s BSCU Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 45% in Q2 2026, buying an estimated $446K and bringing the position to 86,491 shares worth $1.44M. The position accounts for 0.14% of the portfolio, ranked #98.

Laurel Wealth Advisors (North Carolina) first reported a position in BSCU in Q4 2024 and has held it in 6 quarters since. 309 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

Laurel Wealth Advisors (North Carolina) held 86,491 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $1.44M as of Q2 2026.
Laurel Wealth Advisors (North Carolina) bought 26,675 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $446K.
Invesco BulletShares 2030 Corporate Bond ETF made up 0.14% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #98 holding.
Laurel Wealth Advisors (North Carolina) first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
309 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.