Marietta Wealth Management’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Marietta Wealth Management’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	$7.82M	Buy	470,052 +23,143	+5%	+$387K	0.81%	49
2026 Q1	$7.47M	Buy	446,909 +23,575	+6%	+$398K	0.89%	48
2025 Q4	$7.16M	Buy	423,334 +20,554	+5%	+$348K	0.83%	48
2025 Q3	$6.81M	Buy	402,780 +16,644	+4%	+$280K	0.83%	48
2025 Q2	$6.48M	Buy	386,136 +6,710	+2%	+$111K	0.84%	46
2025 Q1	$6.29M	Buy	379,426 +11,215	+3%	+$185K	0.92%	46
2024 Q4	$6.03M	Buy	368,211 +6,808	+2%	+$113K	0.86%	45
2024 Q3	$6.13M	Buy	361,403 +5,350	+2%	+$89.4K	0.89%	44
2024 Q2	$5.79M	Buy	356,053 +3,508	+1%	+$56.8K	0.9%	42
2024 Q1	$5.78M	Buy	352,545 +25,399	+8%	+$417K	0.95%	44
2023 Q4	$5.44M	Sell	327,146 -2,866	-0.9%	-$45.5K	0.97%	40
2023 Q3	$5.14M	Buy	+330,012	New	+$5.27M	1.02%	45

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

Marietta Wealth Management's BSCU Position: Q2 2026 in Review

Marietta Wealth Management increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 5.2% in Q2 2026, buying an estimated $387K and bringing the position to 470,052 shares worth $7.82M. The position accounts for 0.81% of the portfolio, ranked #49.

Marietta Wealth Management first reported a position in BSCU in Q3 2023 and has held it in 12 quarters since. 308 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

Marietta Wealth Management held 470,052 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $7.82M as of Q2 2026.
Marietta Wealth Management bought 23,143 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $387K.
Invesco BulletShares 2030 Corporate Bond ETF made up 0.81% of Marietta Wealth Management's portfolio in Q2 2026, its #49 holding.
Marietta Wealth Management first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
308 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on Marietta Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.