Opulen Financial Group’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Opulen Financial 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	$3.49M	Buy	209,440 +2,905	+1%	+$48.5K	2.19%	8
2026 Q1	$3.45M	Buy	206,535 +20,909	+11%	+$353K	2.43%	8
2025 Q4	$3.14M	Buy	185,626 +15,901	+9%	+$269K	2.29%	8
2025 Q3	$2.87M	Buy	169,725 +25,185	+17%	+$424K	2.17%	8
2025 Q2	$2.43M	Buy	144,540 +9,042	+7%	+$150K	1.99%	11
2025 Q1	$2.25M	Buy	135,498 +15,758	+13%	+$259K	2.04%	10
2024 Q4	$1.96M	Buy	+119,740	New	+$1.98M	1.78%	13

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

Opulen Financial Group's BSCU Position: Q2 2026 in Review

Opulen Financial Group increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 1.4% in Q2 2026, buying an estimated $48.5K and bringing the position to 209,440 shares worth $3.49M. The position accounts for 2.19% of the portfolio, ranked #8.

Opulen Financial Group first reported a position in BSCU in Q4 2024 and has held it in 7 quarters since. 309 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

Opulen Financial Group held 209,440 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $3.49M as of Q2 2026.
Opulen Financial Group bought 2,905 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $48.5K.
Invesco BulletShares 2030 Corporate Bond ETF made up 2.19% of Opulen Financial Group's portfolio in Q2 2026, its #8 holding.
Opulen Financial Group first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
309 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on Opulen Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.