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Sequoia Financial Advisors’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Sequoia Financial 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 		$266K Sell
15,981
-15,603
-49% -$261K ﹤0.01% 1766
2026
Q1 		$528K Buy
31,584
+4,550
+17% +$76.8K ﹤0.01% 1245
2025
Q4 		$457K Buy
+27,034
New +$458K ﹤0.01% 1328

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

Sequoia Financial Advisors's BSCU Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 49% in Q2 2026, selling an estimated $261K and leaving 15,981 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #1766.

Sequoia Financial Advisors first reported a position in BSCU in Q4 2025 and has held it in 3 quarters since. The position peaked at $528K in Q1 2026. 308 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

  • Sequoia Financial Advisors held 15,981 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $266K as of Q2 2026.
  • Sequoia Financial Advisors sold 15,603 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $261K.
  • Invesco BulletShares 2030 Corporate Bond ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1766 holding.
  • Sequoia Financial Advisors first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Sequoia Financial Advisors's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $528K in Q1 2026.
  • 308 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.