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Savvy Advisors Inc’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Savvy Advisors Inc’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 		$2.98M Buy
179,007
+168,706
+1,638% +$2.82M 0.06% 243
2026
Q1 		$172K Hold
10,301
– – ﹤0.01% 1076
2025
Q4 		$174K Buy
+10,301
New +$174K 0.01% 965

Other funds holding BSCU

Morgan Stanley
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
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Wells Fargo
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

Savvy Advisors Inc's BSCU Position: Q2 2026 in Review

Savvy Advisors Inc increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 1,638% in Q2 2026, buying an estimated $2.82M and bringing the position to 179,007 shares worth $2.98M. The position accounts for 0.06% of the portfolio, ranked #243.

Savvy Advisors Inc first reported a position in BSCU in Q4 2025 and has held it in 3 quarters since. 309 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

  • Savvy Advisors Inc held 179,007 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $2.98M as of Q2 2026.
  • Savvy Advisors Inc bought 168,706 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $2.82M.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 0.06% of Savvy Advisors Inc's portfolio in Q2 2026, its #243 holding.
  • Savvy Advisors Inc first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 309 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.