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

Souders 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	–	Sell	-243,575	Closed	-$4.07M	–	228
2026 Q1	$4.07M	Buy	243,575 +7,801	+3%	+$132K	0.46%	47
2025 Q4	$3.99M	Buy	235,774 +10,317	+5%	+$175K	0.46%	49
2025 Q3	$3.81M	Buy	225,457 +14,208	+7%	+$239K	0.45%	47
2025 Q2	$3.54M	Buy	211,249 +25,597	+14%	+$425K	0.45%	45
2025 Q1	$3.08M	Buy	+185,652	New	+$3.06M	0.43%	46

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

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

Souders Financial Advisors sold out of Invesco BulletShares 2030 Corporate Bond ETF (BSCU) in Q2 2026, closing a stake of 243,575 shares — an estimated $4.07M sold.

Souders Financial Advisors first reported a position in BSCU in Q1 2025 and held it in 5 quarters. The position peaked at $4.07M in Q1 2026. 308 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

Souders Financial Advisors reported no remaining Invesco BulletShares 2030 Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Souders Financial Advisors sold 243,575 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $4.07M.
Souders Financial Advisors first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q1 2025 and held it in 5 quarters.
Souders Financial Advisors's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $4.07M in Q1 2026.
308 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.