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Steward Partners Investment Advisory’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Steward Partners Investment Advisory’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 		$154K Buy
9,234
+529
+6% +$8.84K ﹤0.01% 2370
2026
Q1 		$146K Buy
8,705
+1,509
+21% +$25.5K ﹤0.01% 2176
2025
Q4 		$122K Sell
7,196
-46
-0.6% -$779 ﹤0.01% 2185
2025
Q3 		$122K Buy
7,242
+4,029
+125% +$67.8K ﹤0.01% 2113
2025
Q2 		$53.9K Sell
3,213
-15
-0.5% -$249 ﹤0.01% 2437
2025
Q1 		$53.6K Buy
3,228
+212
+7% +$3.49K ﹤0.01% 2349
2024
Q4 		$49.4K Buy
3,016
+1,367
+83% +$22.7K ﹤0.01% 2341
2024
Q3 		$28K Buy
1,649
+979
+146% +$16.4K ﹤0.01% 2504
2024
Q2 		$10.9K Buy
+670
New +$10.9K ﹤0.01% 2786
2023
Q4 		– Sell
-2,950
Closed -$46K – 3496
2023
Q3 		$46K Sell
2,950
-1,600
-35% -$25.6K ﹤0.01% 1954
2023
Q2 		$73.7K Sell
4,550
-100
-2% -$1.64K ﹤0.01% 1728
2023
Q1 		$76.7K Buy
4,650
+50
+1% +$815 ﹤0.01% 1691
2022
Q4 		$73.4K Buy
+4,600
New +$73K ﹤0.01% 1678

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

Steward Partners Investment Advisory's BSCU Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 6.1% in Q2 2026, buying an estimated $8.84K and bringing the position to 9,234 shares worth $154K. The position accounts for ﹤0.01% of the portfolio, ranked #2370.

Steward Partners Investment Advisory first reported a position in BSCU in Q4 2022 and has held it in 13 quarters since. 309 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

  • Steward Partners Investment Advisory held 9,234 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $154K as of Q2 2026.
  • Steward Partners Investment Advisory bought 529 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $8.84K.
  • Invesco BulletShares 2030 Corporate Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2370 holding.
  • Steward Partners Investment Advisory first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2022 and has held it in 13 quarters since.
  • 309 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.