Milestones Private Investment Advisors’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Milestones Private Investment Advisors’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	$2.54M	Sell	152,495 -1,292	-0.8%	-$21.6K	2.02%	13
2026 Q1	$2.57M	Sell	153,787 -911	-0.6%	-$15.4K	2.27%	16
2025 Q4	$2.62M	Buy	154,698 +10,752	+7%	+$182K	1.8%	19
2025 Q3	$2.43M	Buy	143,946 +11,434	+9%	+$193K	1.66%	22
2025 Q2	$2.22M	Buy	+132,512	New	+$2.2M	1.65%	21

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

Milestones Private Investment Advisors's BSCU Position: Q2 2026 in Review

Milestones Private Investment Advisors reduced its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 0.84% in Q2 2026, selling an estimated $21.6K and leaving 152,495 shares worth $2.54M. The position accounts for 2.02% of the portfolio, ranked #13.

Milestones Private Investment Advisors first reported a position in BSCU in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.62M in Q4 2025. 308 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

Milestones Private Investment Advisors held 152,495 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $2.54M as of Q2 2026.
Milestones Private Investment Advisors sold 1,292 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $21.6K.
Invesco BulletShares 2030 Corporate Bond ETF made up 2.02% of Milestones Private Investment Advisors's portfolio in Q2 2026, its #13 holding.
Milestones Private Investment Advisors first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
Milestones Private Investment Advisors's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $2.62M in Q4 2025.
308 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.