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SFE Investment Counsel’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

SFE Investment Counsel’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 		$4.88M Buy
293,165
+36,050
+14% +$602K 0.66% 56
2026
Q1 		$4.3M Buy
257,115
+22,171
+9% +$374K 0.68% 58
2025
Q4 		$3.98M Buy
234,944
+30,602
+15% +$518K 0.61% 60
2025
Q3 		$3.45M Buy
204,342
+18,980
+10% +$320K 0.55% 60
2025
Q2 		$3.11M Buy
185,362
+53,036
+40% +$880K 0.55% 62
2025
Q1 		$2.2M Buy
132,326
+46,956
+55% +$773K 0.44% 71
2024
Q4 		$1.4M Buy
85,370
+49,016
+135% +$812K 0.3% 75
2024
Q3 		$616K Buy
36,354
+2,868
+9% +$47.9K 0.13% 94
2024
Q2 		$544K Buy
33,486
+3,498
+12% +$56.7K 0.12% 94
2024
Q1 		$492K Buy
+29,988
New +$492K 0.11% 96

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

SFE Investment Counsel's BSCU Position: Q2 2026 in Review

SFE Investment Counsel increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 14% in Q2 2026, buying an estimated $602K and bringing the position to 293,165 shares worth $4.88M. The position accounts for 0.66% of the portfolio, ranked #56.

SFE Investment Counsel first reported a position in BSCU in Q1 2024 and has held it in 10 quarters since. 310 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

  • SFE Investment Counsel held 293,165 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $4.88M as of Q2 2026.
  • SFE Investment Counsel bought 36,050 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $602K.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 0.66% of SFE Investment Counsel's portfolio in Q2 2026, its #56 holding.
  • SFE Investment Counsel first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 310 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on SFE Investment Counsel's 13F filing for Q2 2026, filed 5 Aug 2026.