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BSCU icon

NewEdge Advisors’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

NewEdge 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
Q1 		$9.55M Buy
571,449
+369,943
+184% +$6.25M 0.03% 473
2025
Q4 		$3.41M Buy
201,506
+43,794
+28% +$741K 0.01% 817
2025
Q3 		$2.67M Buy
157,712
+34,210
+28% +$576K 0.01% 872
2025
Q2 		$2.07M Buy
123,502
+31,452
+34% +$522K 0.01% 918
2025
Q1 		$1.53M Buy
92,050
+33,178
+56% +$546K 0.01% 976
2024
Q4 		$964K Buy
58,872
+58,522
+16,721% +$970K 0.01% 1181
2024
Q3 		$5.93K Hold
350
– – ﹤0.01% 3109
2024
Q2 		$5.69K Hold
350
– – ﹤0.01% 3057
2024
Q1 		$5.74K Buy
+350
New +$5.74K ﹤0.01% 3086
2023
Q1 		– Sell
-1,745
Closed -$27.9K – 3511
2022
Q4 		$27.9K Buy
+1,745
New +$27.7K ﹤0.01% 1996

Other funds holding BSCU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NewEdge Advisors's BSCU Position: Q1 2026 in Review

NewEdge Advisors increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 184% in Q1 2026, buying an estimated $6.25M and bringing the position to 571,449 shares worth $9.55M. The position accounts for 0.03% of the portfolio, ranked #473.

NewEdge Advisors first reported a position in BSCU in Q4 2022 and has held it in 10 quarters since. 299 funds tracked by Wall St. Rank hold BSCU as of Q1 2026.

  • NewEdge Advisors held 571,449 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $9.55M as of Q1 2026.
  • NewEdge Advisors bought 369,943 Invesco BulletShares 2030 Corporate Bond ETF shares in Q1 2026, an estimated $6.25M.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 0.03% of NewEdge Advisors's portfolio in Q1 2026, its #473 holding.
  • NewEdge Advisors first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2022 and has held it in 10 quarters since.
  • 299 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.