Stifel Financial
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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
Q2 		$4.32M Buy
259,301
+25,489
+11% +$426K ﹤0.01% 1507
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 $1.89T 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

Stifel Financial's BSCU Position: Q2 2026 in Review

Stifel Financial increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 11% in Q2 2026, buying an estimated $426K and bringing the position to 259,301 shares worth $4.32M. The position accounts for ﹤0.01% of the portfolio, ranked #1507.

Stifel Financial first reported a position in BSCU in Q4 2022 and has held it in 15 quarters since. 309 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

  • Stifel Financial held 259,301 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $4.32M as of Q2 2026.
  • Stifel Financial bought 25,489 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $426K.
  • Invesco BulletShares 2030 Corporate Bond ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1507 holding.
  • Stifel Financial first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 309 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.