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

Stephens 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 		$5.42M Buy
325,656
+12,076
+4% +$202K 0.06% 291
2026
Q1 		$5.24M Buy
313,580
+12,834
+4% +$217K 0.07% 274
2025
Q4 		$5.09M Buy
300,746
+50,106
+20% +$848K 0.06% 288
2025
Q3 		$4.24M Buy
250,640
+51,732
+26% +$871K 0.05% 325
2025
Q2 		$3.34M Buy
198,908
+11,959
+6% +$198K 0.05% 348
2025
Q1 		$3.1M Buy
186,949
+35,177
+23% +$579K 0.05% 361
2024
Q4 		$2.48M Buy
151,772
+44,750
+42% +$741K 0.03% 400
2024
Q3 		$1.81M Buy
107,022
+62,088
+138% +$1.04M 0.03% 467
2024
Q2 		$731K Buy
44,934
+7,550
+20% +$122K 0.01% 672
2024
Q1 		$613K Buy
37,384
+19,274
+106% +$316K 0.01% 732
2023
Q4 		$301K Buy
+18,110
New +$287K 0.01% 941

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

Stephens Inc's BSCU Position: Q2 2026 in Review

Stephens Inc increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 3.9% in Q2 2026, buying an estimated $202K and bringing the position to 325,656 shares worth $5.42M. The position accounts for 0.06% of the portfolio, ranked #291.

Stephens Inc first reported a position in BSCU in Q4 2023 and has held it in 11 quarters since. 308 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

  • Stephens Inc held 325,656 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $5.42M as of Q2 2026.
  • Stephens Inc bought 12,076 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $202K.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 0.06% of Stephens Inc's portfolio in Q2 2026, its #291 holding.
  • Stephens Inc first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 308 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.