Net Worth Advisory Group’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Net Worth Advisory Group’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	$284K	Sell	17,090 -8,356	-33%	-$140K	0.07%	297
2026 Q1	$425K	Buy	25,446 +15,421	+154%	+$260K	0.09%	225
2025 Q4	$170K	Buy	+10,025	New	+$170K	0.03%	431

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

Net Worth Advisory Group's BSCU Position: Q2 2026 in Review

Net Worth Advisory Group reduced its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 33% in Q2 2026, selling an estimated $140K and leaving 17,090 shares worth $284K. The position accounts for 0.07% of the portfolio, ranked #297.

Net Worth Advisory Group first reported a position in BSCU in Q4 2025 and has held it in 3 quarters since. The position peaked at $425K in Q1 2026. 308 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

Net Worth Advisory Group held 17,090 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $284K as of Q2 2026.
Net Worth Advisory Group sold 8,356 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $140K.
Invesco BulletShares 2030 Corporate Bond ETF made up 0.07% of Net Worth Advisory Group's portfolio in Q2 2026, its #297 holding.
Net Worth Advisory Group first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
Net Worth Advisory Group's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $425K in Q1 2026.
308 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.