Morton Community Bank’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Morton Community Bank’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	$5.58M	Buy	335,156 +10,221	+3%	+$171K	1.14%	25
2026 Q1	$5.43M	Buy	324,935 +7,245	+2%	+$122K	1.18%	25
2025 Q4	$5.38M	Buy	317,690 +43,792	+16%	+$741K	1.16%	24
2025 Q3	$4.63M	Buy	273,898 +29,180	+12%	+$491K	1.07%	30
2025 Q2	$4.11M	Buy	244,718 +229,098	+1,467%	+$3.8M	1.02%	36
2025 Q1	$259K	Buy	+15,620	New	+$257K	0.07%	104

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

Morton Community Bank's BSCU Position: Q2 2026 in Review

Morton Community Bank increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 3.1% in Q2 2026, buying an estimated $171K and bringing the position to 335,156 shares worth $5.58M. The position accounts for 1.14% of the portfolio, ranked #25.

Morton Community Bank first reported a position in BSCU in Q1 2025 and has held it in 6 quarters since. 308 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

Morton Community Bank held 335,156 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $5.58M as of Q2 2026.
Morton Community Bank bought 10,221 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $171K.
Invesco BulletShares 2030 Corporate Bond ETF made up 1.14% of Morton Community Bank's portfolio in Q2 2026, its #25 holding.
Morton Community Bank first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
308 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on Morton Community Bank's 13F filing for Q2 2026, filed 14 Aug 2026.