RPg Family Wealth Advisory’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

RPg Family Wealth Advisory’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	$246K	Sell	14,775 -8,066	-35%	-$135K	0.04%	129
2026 Q1	$382K	Buy	22,841 +8,066	+55%	+$136K	0.08%	106
2025 Q4	$250K	Buy	+14,775	New	+$250K	0.06%	116

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

RPg Family Wealth Advisory's BSCU Position: Q2 2026 in Review

RPg Family Wealth Advisory reduced its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 35% in Q2 2026, selling an estimated $135K and leaving 14,775 shares worth $246K. The position accounts for 0.04% of the portfolio, ranked #129.

RPg Family Wealth Advisory first reported a position in BSCU in Q4 2025 and has held it in 3 quarters since. The position peaked at $382K in Q1 2026. 310 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

RPg Family Wealth Advisory held 14,775 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $246K as of Q2 2026.
RPg Family Wealth Advisory sold 8,066 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $135K.
Invesco BulletShares 2030 Corporate Bond ETF made up 0.04% of RPg Family Wealth Advisory's portfolio in Q2 2026, its #129 holding.
RPg Family Wealth Advisory first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
RPg Family Wealth Advisory's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $382K in Q1 2026.
310 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.