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

LPL Financial’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	$92.3M	Buy	5,547,683 +422,835	+8%	+$7.06M	0.02%	709
2026 Q1	$85.7M	Buy	5,124,848 +56,835	+1%	+$960K	0.02%	658
2025 Q4	$85.8M	Buy	5,068,013 +1,673,174	+49%	+$28.3M	0.02%	620
2025 Q3	$57.4M	Buy	3,394,839 +1,092,532	+47%	+$18.4M	0.02%	782
2025 Q2	$38.6M	Buy	2,302,307 +134,799	+6%	+$2.24M	0.01%	897
2025 Q1	$36M	Buy	2,167,508 +26,854	+1%	+$442K	0.01%	843
2024 Q4	$35M	Buy	2,140,654 +233,639	+12%	+$3.87M	0.01%	815
2024 Q3	$32.3M	Buy	1,907,015 +514,267	+37%	+$8.6M	0.01%	804
2024 Q2	$22.6M	Sell	1,392,748 -400,493	-22%	-$6.49M	0.01%	910
2024 Q1	$29.4M	Buy	1,793,241 +361,394	+25%	+$5.93M	0.02%	766
2023 Q4	$23.8M	Buy	1,431,847 +1,043,869	+269%	+$16.6M	0.01%	804
2023 Q3	$6.04M	Buy	387,978 +128,362	+49%	+$2.05M	﹤0.01%	1483
2023 Q2	$4.21M	Buy	259,616 +113,591	+78%	+$1.86M	﹤0.01%	1677
2023 Q1	$2.41M	Buy	146,025 +40,684	+39%	+$663K	﹤0.01%	1987
2022 Q4	$1.68M	Buy	+105,341	New	+$1.67M	﹤0.01%	2205

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial's BSCU Position: Q2 2026 in Review

LPL Financial increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 8.3% in Q2 2026, buying an estimated $7.06M and bringing the position to 5,547,683 shares worth $92.3M. The position accounts for 0.02% of the portfolio, ranked #709.

LPL Financial first reported a position in BSCU in Q4 2022 and has held it in 15 quarters since. 308 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

LPL Financial held 5,547,683 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $92.3M as of Q2 2026.
LPL Financial bought 422,835 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $7.06M.
Invesco BulletShares 2030 Corporate Bond ETF made up 0.02% of LPL Financial's portfolio in Q2 2026, its #709 holding.
LPL Financial first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
308 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.