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

Meridian Financial Partners’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	$1.27M	Sell	76,587 -1,261	-2%	-$21.1K	0.43%	50
2026 Q1	$1.3M	Buy	77,848 +55,943	+255%	+$944K	0.5%	48
2025 Q4	$369K	Hold	21,905	–	–	0.15%	81
2025 Q3	$371K	Hold	21,905	–	–	0.15%	81
2025 Q2	$368K	Hold	21,905	–	–	0.17%	84
2025 Q1	$363K	Sell	21,905 -83	-0.4%	-$1.37K	0.18%	79
2024 Q4	$360K	Sell	21,988 -6,572	-23%	-$109K	0.19%	75
2024 Q3	$484K	Buy	+28,560	New	+$477K	0.24%	63

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

Meridian Financial Partners's BSCU Position: Q2 2026 in Review

Meridian Financial Partners reduced its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 1.6% in Q2 2026, selling an estimated $21.1K and leaving 76,587 shares worth $1.27M. The position accounts for 0.43% of the portfolio, ranked #50.

Meridian Financial Partners first reported a position in BSCU in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.3M in Q1 2026. 308 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

Meridian Financial Partners held 76,587 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $1.27M as of Q2 2026.
Meridian Financial Partners sold 1,261 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $21.1K.
Invesco BulletShares 2030 Corporate Bond ETF made up 0.43% of Meridian Financial Partners's portfolio in Q2 2026, its #50 holding.
Meridian Financial Partners first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
Meridian Financial Partners's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $1.3M in Q1 2026.
308 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on Meridian Financial Partners's 13F filing for Q2 2026, filed 24 Jul 2026.