Sarver Vrooman Wealth Advisors’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Sarver Vrooman Wealth Advisors’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	$60.6K	Hold	3,642	–	–	0.04%	50
2026 Q1	$60.9K	Hold	3,642	–	–	0.04%	49
2025 Q4	$61.6K	Hold	3,642	–	–	0.04%	49
2025 Q3	$61.5K	Hold	3,642	–	–	0.04%	68
2025 Q2	$61.1K	Hold	3,642	–	–	0.04%	66
2025 Q1	$60.4K	Buy	+3,642	New	+$60K	0.04%	70

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

Sarver Vrooman Wealth Advisors's BSCU Position: Q2 2026 in Review

Sarver Vrooman Wealth Advisors held its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) position steady in Q2 2026 at 3,642 shares worth $60.6K. The position accounts for 0.04% of the portfolio, ranked #50.

Sarver Vrooman Wealth Advisors first reported a position in BSCU in Q1 2025 and has held it in 6 quarters since. The position peaked at $61.6K in Q4 2025. 309 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

Sarver Vrooman Wealth Advisors held 3,642 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $60.6K as of Q2 2026.
Sarver Vrooman Wealth Advisors left its Invesco BulletShares 2030 Corporate Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2030 Corporate Bond ETF made up 0.04% of Sarver Vrooman Wealth Advisors's portfolio in Q2 2026, its #50 holding.
Sarver Vrooman Wealth Advisors first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
Sarver Vrooman Wealth Advisors's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $61.6K in Q4 2025.
309 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.