&Partners’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

&Partners’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	$32.7M	Buy	1,965,711 +53,199	+3%	+$889K	0.13%	142
2026 Q1	$31.9M	Buy	1,912,512 +628,768	+49%	+$10.6M	0.16%	121
2025 Q4	$21.7M	Buy	1,283,744 +113,881	+10%	+$1.93M	0.11%	167
2025 Q3	$19.8M	Buy	1,169,863 +1,009,278	+629%	+$17M	0.13%	154
2025 Q2	$2.69M	Buy	160,585 +52,116	+48%	+$864K	0.02%	548
2025 Q1	$1.8M	Buy	108,469 +4,085	+4%	+$67.2K	0.02%	585
2024 Q4	$1.71M	Buy	104,384 +69,866	+202%	+$1.16M	0.02%	565
2024 Q3	$585K	Buy	34,518 +328	+1%	+$5.48K	0.01%	789
2024 Q2	$556K	Buy	+34,190	New	+$554K	0.02%	504

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

&Partners's BSCU Position: Q2 2026 in Review

&Partners increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 2.8% in Q2 2026, buying an estimated $889K and bringing the position to 1,965,711 shares worth $32.7M. The position accounts for 0.13% of the portfolio, ranked #142.

&Partners first reported a position in BSCU in Q2 2024 and has held it in 9 quarters since. 309 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

&Partners held 1,965,711 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $32.7M as of Q2 2026.
&Partners bought 53,199 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $889K.
Invesco BulletShares 2030 Corporate Bond ETF made up 0.13% of &Partners's portfolio in Q2 2026, its #142 holding.
&Partners first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
309 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.