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

Sax 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	$827K	Buy	49,477 +12,245	+33%	+$205K	0.03%	256
2026 Q1	$630K	Hold	37,232	–	–	0.03%	253
2025 Q4	$630K	Buy	37,232 +471	+1%	+$7.97K	0.03%	258
2025 Q3	$621K	Buy	36,761 +1,949	+6%	+$32.8K	0.03%	244
2025 Q2	$584K	Buy	34,812 +6,288	+22%	+$104K	0.04%	234
2025 Q1	$473K	Buy	28,524 +4,119	+17%	+$67.8K	0.03%	229
2024 Q4	$400K	Buy	24,405 +901	+4%	+$14.9K	0.03%	223
2024 Q3	$398K	Buy	23,504 +6,489	+38%	+$108K	0.04%	184
2024 Q2	$277K	Buy	+17,015	New	+$276K	0.03%	220

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

Sax Wealth Advisors's BSCU Position: Q2 2026 in Review

Sax Wealth Advisors increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 33% in Q2 2026, buying an estimated $205K and bringing the position to 49,477 shares worth $827K. The position accounts for 0.03% of the portfolio, ranked #256.

Sax Wealth Advisors first reported a position in BSCU in Q2 2024 and has held it in 9 quarters since. 308 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

Sax Wealth Advisors held 49,477 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $827K as of Q2 2026.
Sax Wealth Advisors bought 12,245 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $205K.
Invesco BulletShares 2030 Corporate Bond ETF made up 0.03% of Sax Wealth Advisors's portfolio in Q2 2026, its #256 holding.
Sax Wealth Advisors first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
308 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.