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Meriwether Wealth & Planning’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Meriwether Wealth & Planning’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 		$340K Sell
20,411
-68
-0.3% -$1.14K 0.17% 85
2026
Q1 		$342K Buy
+20,479
New +$346K 0.19% 81

Other funds holding BSCU

Morgan Stanley
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
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Wells Fargo
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

Meriwether Wealth & Planning's BSCU Position: Q2 2026 in Review

Meriwether Wealth & Planning reduced its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 0.33% in Q2 2026, selling an estimated $1.14K and leaving 20,411 shares worth $340K. The position accounts for 0.17% of the portfolio, ranked #85.

Meriwether Wealth & Planning first reported a position in BSCU in Q1 2026 and has held it in 2 quarters since. The position peaked at $342K in Q1 2026. 308 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

  • Meriwether Wealth & Planning held 20,411 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $340K as of Q2 2026.
  • Meriwether Wealth & Planning sold 68 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $1.14K.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 0.17% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #85 holding.
  • Meriwether Wealth & Planning first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Meriwether Wealth & Planning's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $342K in Q1 2026.
  • 308 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.