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Kinetic Wealth Investment Advisors LLC’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Kinetic Wealth Investment Advisors LLC’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 		$3.43M Buy
+206,013
New +$3.44M 1.62% 9

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

Kinetic Wealth Investment Advisors LLC's BSCU Position: Q2 2026 in Review

Kinetic Wealth Investment Advisors LLC opened a new position in Invesco BulletShares 2030 Corporate Bond ETF (BSCU) in Q2 2026: 206,013 shares worth $3.43M. The stake represents 1.62% of the portfolio and ranks #9 among its holdings.

309 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

  • Kinetic Wealth Investment Advisors LLC held 206,013 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $3.43M as of Q2 2026.
  • Invesco BulletShares 2030 Corporate Bond ETF was a new Kinetic Wealth Investment Advisors LLC position in Q2 2026.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 1.62% of Kinetic Wealth Investment Advisors LLC's portfolio in Q2 2026, its #9 holding.
  • 309 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on Kinetic Wealth Investment Advisors LLC's 13F filing for Q2 2026, filed 2 Sep 2026.