Unified Investment Management’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Unified Investment Management’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	$226K	Hold	13,570	–	–	0.21%	134
2026 Q1	$227K	Hold	13,570	–	–	0.23%	123
2025 Q4	$230K	Hold	13,570	–	–	0.23%	122
2025 Q3	$229K	Buy	13,570 +1,670	+14%	+$28.1K	0.23%	121
2025 Q2	$200K	Hold	11,900	–	–	0.21%	121
2025 Q1	$197K	Hold	11,900	–	–	0.23%	113
2024 Q4	$195K	Buy	+11,900	New	+$197K	0.22%	109

Other funds holding BSCU

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 Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

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

Unified Investment Management's BSCU Position: Q2 2026 in Review

Unified Investment Management held its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) position steady in Q2 2026 at 13,570 shares worth $226K. The position accounts for 0.21% of the portfolio, ranked #134.

Unified Investment Management first reported a position in BSCU in Q4 2024 and has held it in 7 quarters since. The position peaked at $230K in Q4 2025. 311 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

Unified Investment Management held 13,570 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $226K as of Q2 2026.
Unified Investment Management left its Invesco BulletShares 2030 Corporate Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2030 Corporate Bond ETF made up 0.21% of Unified Investment Management's portfolio in Q2 2026, its #134 holding.
Unified Investment Management first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Unified Investment Management's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $230K in Q4 2025.
311 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on Unified Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.