United Capital Financial Advisors’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

United Capital Financial Advisors’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	$418K	Buy	25,100 +3,828	+18%	+$63.9K	﹤0.01%	1209
2026 Q1	$355K	Buy	21,272 +4,681	+28%	+$79K	﹤0.01%	1248
2025 Q4	$281K	Buy	16,591 +5,264	+46%	+$89.1K	﹤0.01%	1198
2025 Q3	$191K	Buy	+11,327	New	+$191K	﹤0.01%	1172
2025 Q1	–	Sell	-10,475	Closed	-$171K	–	1072
2024 Q4	$171K	Buy	+10,475	New	+$174K	﹤0.01%	1031

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

United Capital Financial Advisors's BSCU Position: Q2 2026 in Review

United Capital Financial Advisors increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 18% in Q2 2026, buying an estimated $63.9K and bringing the position to 25,100 shares worth $418K. The position accounts for ﹤0.01% of the portfolio, ranked #1209.

United Capital Financial Advisors first reported a position in BSCU in Q4 2024 and has held it in 5 quarters since. 311 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

United Capital Financial Advisors held 25,100 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $418K as of Q2 2026.
United Capital Financial Advisors bought 3,828 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $63.9K.
Invesco BulletShares 2030 Corporate Bond ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1209 holding.
United Capital Financial Advisors first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2024 and has held it in 5 quarters since.
311 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.