Raymond James Financial
BSCU icon

Raymond James Financial’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Raymond James Financial’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 		$86.1M Buy
5,147,847
+100,600
+2% +$1.7M 0.03% 568
2025
Q4 		$85.4M Buy
5,047,247
+163,813
+3% +$2.77M 0.03% 573
2025
Q3 		$82.5M Buy
4,883,434
+261,913
+6% +$4.41M 0.03% 569
2025
Q2 		$77.5M Buy
4,621,521
+133,653
+3% +$2.22M 0.03% 568
2025
Q1 		$74.5M Buy
4,487,868
+680,650
+18% +$11.2M 0.03% 536
2024
Q4 		$62.3M Buy
+3,807,218
New +$63.1M 0.02% 621

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial's BSCU Position: Q1 2026 in Review

Raymond James Financial increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 2% in Q1 2026, buying an estimated $1.7M and bringing the position to 5,147,847 shares worth $86.1M. The position accounts for 0.03% of the portfolio, ranked #568.

Raymond James Financial first reported a position in BSCU in Q4 2024 and has held it in 6 quarters since. 299 funds tracked by Wall St. Rank hold BSCU as of Q1 2026.

  • Raymond James Financial held 5,147,847 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $86.1M as of Q1 2026.
  • Raymond James Financial bought 100,600 Invesco BulletShares 2030 Corporate Bond ETF shares in Q1 2026, an estimated $1.7M.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 0.03% of Raymond James Financial's portfolio in Q1 2026, its #568 holding.
  • Raymond James Financial first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 299 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.