Virtue Asset Management’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Virtue Asset 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	$523K	Buy	31,415 +19,411	+162%	+$324K	0.37%	66
2026 Q1	$201K	Hold	12,004	–	–	0.16%	103
2025 Q4	$203K	Sell	12,004 -709	-6%	-$12K	0.16%	93
2025 Q3	$215K	Buy	+12,713	New	+$214K	0.18%	91

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

Virtue Asset Management's BSCU Position: Q2 2026 in Review

Virtue Asset Management increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 162% in Q2 2026, buying an estimated $324K and bringing the position to 31,415 shares worth $523K. The position accounts for 0.37% of the portfolio, ranked #66.

Virtue Asset Management first reported a position in BSCU in Q3 2025 and has held it in 4 quarters since. 308 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

Virtue Asset Management held 31,415 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $523K as of Q2 2026.
Virtue Asset Management bought 19,411 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $324K.
Invesco BulletShares 2030 Corporate Bond ETF made up 0.37% of Virtue Asset Management's portfolio in Q2 2026, its #66 holding.
Virtue Asset Management first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
308 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on Virtue Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.