Oliver Luxxe Assets’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Oliver Luxxe Assets’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	$1.34M	Buy	80,501 +16,403	+26%	+$274K	0.2%	137
2026 Q1	$1.07M	Buy	64,098 +7,944	+14%	+$134K	0.16%	147
2025 Q4	$950K	Buy	56,154 +13,381	+31%	+$227K	0.14%	145
2025 Q3	$723K	Buy	42,773 +11,336	+36%	+$191K	0.11%	147
2025 Q2	$528K	Buy	31,437 +6,637	+27%	+$110K	0.09%	149
2025 Q1	$411K	Buy	24,800 +12,550	+102%	+$207K	0.08%	161
2024 Q4	$208K	Hold	12,250	–	–	0.04%	179
2024 Q3	$208K	Buy	+12,250	New	+$205K	0.04%	180

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

Oliver Luxxe Assets's BSCU Position: Q2 2026 in Review

Oliver Luxxe Assets increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 26% in Q2 2026, buying an estimated $274K and bringing the position to 80,501 shares worth $1.34M. The position accounts for 0.2% of the portfolio, ranked #137.

Oliver Luxxe Assets first reported a position in BSCU in Q3 2024 and has held it in 8 quarters since. 309 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

Oliver Luxxe Assets held 80,501 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $1.34M as of Q2 2026.
Oliver Luxxe Assets bought 16,403 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $274K.
Invesco BulletShares 2030 Corporate Bond ETF made up 0.2% of Oliver Luxxe Assets's portfolio in Q2 2026, its #137 holding.
Oliver Luxxe Assets first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
309 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on Oliver Luxxe Assets's 13F filing for Q2 2026, filed 9 Jul 2026.