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

Summit 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 		$292K Sell
17,531
-516
-3% -$8.62K ﹤0.01% 1337
2026
Q1 		$302K Buy
18,047
+344
+2% +$5.81K ﹤0.01% 1194
2025
Q4 		$300K Buy
17,703
+1,858
+12% +$31.5K ﹤0.01% 1088
2025
Q3 		$268K Buy
+15,845
New +$267K ﹤0.01% 1097

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

Summit Financial's BSCU Position: Q2 2026 in Review

Summit Financial reduced its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 2.9% in Q2 2026, selling an estimated $8.62K and leaving 17,531 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #1337.

Summit Financial first reported a position in BSCU in Q3 2025 and has held it in 4 quarters since. The position peaked at $302K in Q1 2026. 309 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

  • Summit Financial held 17,531 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $292K as of Q2 2026.
  • Summit Financial sold 516 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $8.62K.
  • Invesco BulletShares 2030 Corporate Bond ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1337 holding.
  • Summit Financial first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $302K in Q1 2026.
  • 309 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

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