Vaughan David Investments’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Vaughan David Investments’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	$8.13M	Buy	488,744 +22,280	+5%	+$372K	0.16%	99
2026 Q1	$7.8M	Buy	466,464 +48,312	+12%	+$816K	0.16%	98
2025 Q4	$7.08M	Buy	418,152 +75,981	+22%	+$1.29M	0.15%	100
2025 Q3	$5.78M	Buy	342,171 +54,534	+19%	+$918K	0.12%	99
2025 Q2	$4.83M	Buy	287,637 +261,617	+1,005%	+$4.34M	0.11%	103
2025 Q1	$432K	Buy	+26,020	New	+$428K	0.01%	160

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

Vaughan David Investments's BSCU Position: Q2 2026 in Review

Vaughan David Investments increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 4.8% in Q2 2026, buying an estimated $372K and bringing the position to 488,744 shares worth $8.13M. The position accounts for 0.16% of the portfolio, ranked #99.

Vaughan David Investments first reported a position in BSCU in Q1 2025 and has held it in 6 quarters since. 308 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

Vaughan David Investments held 488,744 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $8.13M as of Q2 2026.
Vaughan David Investments bought 22,280 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $372K.
Invesco BulletShares 2030 Corporate Bond ETF made up 0.16% of Vaughan David Investments's portfolio in Q2 2026, its #99 holding.
Vaughan David Investments first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
308 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on Vaughan David Investments's 13F filing for Q2 2026, filed 11 Aug 2026.