Rockefeller Capital Management’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Rockefeller Capital Management’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	$3.21K	Sell	192 -6,289	-97%	-$105K	﹤0.01%	4328
2026 Q1	$108K	Buy	+6,481	New	+$109K	﹤0.01%	2833
2025 Q4	–	Hold	0	–	–	–	4667

Other funds holding BSCU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

Rockefeller Capital Management's BSCU Position: Q2 2026 in Review

Rockefeller Capital Management reduced its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 97% in Q2 2026, selling an estimated $105K and leaving 192 shares worth $3.21K. The position accounts for ﹤0.01% of the portfolio, ranked #4328.

Rockefeller Capital Management first reported a position in BSCU in Q1 2026 and has held it in 2 quarters since. The position peaked at $108K in Q1 2026. 312 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

Rockefeller Capital Management held 192 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $3.21K as of Q2 2026.
Rockefeller Capital Management sold 6,289 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $105K.
Invesco BulletShares 2030 Corporate Bond ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #4328 holding.
Rockefeller Capital Management first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
Rockefeller Capital Management's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $108K in Q1 2026.
312 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.