Stifel Financial
BSCU icon

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

Stifel Financial’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
Q1 		$3.91M Buy
233,812
+17,776
+8% +$300K ﹤0.01% 1504
2025
Q4 		$3.66M Buy
216,036
+46,893
+28% +$794K ﹤0.01% 1514
2025
Q3 		$2.86M Sell
169,143
-18,602
-10% -$313K ﹤0.01% 1645
2025
Q2 		$3.15M Buy
187,745
+27,155
+17% +$450K ﹤0.01% 1519
2025
Q1 		$2.66M Buy
160,590
+26,612
+20% +$438K ﹤0.01% 1563
2024
Q4 		$2.19M Buy
133,978
+14,499
+12% +$240K ﹤0.01% 1710
2024
Q3 		$2.03M Buy
119,479
+8,166
+7% +$137K ﹤0.01% 1769
2024
Q2 		$1.81M Buy
111,313
+38,319
+52% +$621K ﹤0.01% 1786
2024
Q1 		$1.2M Buy
72,994
+18,825
+35% +$309K ﹤0.01% 2071
2023
Q4 		$901K Buy
54,169
+32,938
+155% +$523K ﹤0.01% 2206
2023
Q3 		$331K Buy
21,231
+2,636
+14% +$42.1K ﹤0.01% 2729
2023
Q2 		$301K Buy
18,595
+954
+5% +$15.6K ﹤0.01% 2824
2023
Q1 		$291K Buy
17,641
+1,009
+6% +$16.5K ﹤0.01% 2835
2022
Q4 		$266K Buy
+16,632
New +$264K ﹤0.01% 2840

Other funds holding BSCU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return