UBS Group
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UBS Group’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

UBS Group’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 		$40.8M Buy
2,448,625
+231,868
+10% +$3.87M 0.01% 1958
2026
Q1 		$37.1M Buy
2,216,757
+157,979
+8% +$2.67M 0.01% 1942
2025
Q4 		$34.8M Buy
2,058,778
+321,221
+18% +$5.44M 0.01% 2019
2025
Q3 		$29.4M Buy
1,737,557
+385,662
+29% +$6.49M ﹤0.01% 2156
2025
Q2 		$22.7M Buy
1,351,895
+66,007
+5% +$1.09M ﹤0.01% 2241
2025
Q1 		$21.3M Buy
1,285,888
+84,072
+7% +$1.38M ﹤0.01% 2257
2024
Q4 		$19.7M Buy
1,201,816
+352,055
+41% +$5.83M ﹤0.01% 2335
2024
Q3 		$14.4M Buy
849,761
+71,377
+9% +$1.19M ﹤0.01% 2078
2024
Q2 		$12.7M Buy
778,384
+17,258
+2% +$280K ﹤0.01% 2038
2024
Q1 		$12.5M Buy
761,126
+407,494
+115% +$6.68M ﹤0.01% 2080
2023
Q4 		$5.88M Buy
353,632
+252,229
+249% +$4M ﹤0.01% 2619
2023
Q3 		$1.58M Buy
101,403
+18,328
+22% +$293K ﹤0.01% 3683
2023
Q2 		$1.35M Buy
83,075
+80,587
+3,239% +$1.32M ﹤0.01% 3944
2023
Q1 		$41K Hold
2,488
– – ﹤0.01% 6590
2022
Q4 		$39.7K Sell
2,488
-7,957
-76% -$126K ﹤0.01% 6976
2022
Q3 		$162K Buy
10,445
+7,607
+268% +$126K ﹤0.01% 5271
2022
Q2 		$47K Buy
2,838
+148
+6% +$2.49K ﹤0.01% 5960
2022
Q1 		$47K Buy
+2,690
New +$49.6K ﹤0.01% 6556
2021
Q4 		– Sell
-368
Closed -$7K – 10266
2021
Q3 		$7K Buy
+368
New +$7.28K ﹤0.01% 8298

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

UBS Group's BSCU Position: Q2 2026 in Review

UBS Group increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 10% in Q2 2026, buying an estimated $3.87M and bringing the position to 2,448,625 shares worth $40.8M. The position accounts for 0.01% of the portfolio, ranked #1958.

UBS Group first reported a position in BSCU in Q3 2021 and has held it in 19 quarters since. 309 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

  • UBS Group held 2,448,625 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $40.8M as of Q2 2026.
  • UBS Group bought 231,868 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $3.87M.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 0.01% of UBS Group's portfolio in Q2 2026, its #1958 holding.
  • UBS Group first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q3 2021 and has held it in 19 quarters since.
  • 309 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.