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

Vista 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	$8.28M	Buy	497,713 +18,161	+4%	+$303K	2.49%	7
2026 Q1	$8.02M	Buy	479,552 +9,130	+2%	+$154K	2.67%	6
2025 Q4	$7.96M	Buy	470,422 +25,751	+6%	+$436K	2.63%	6
2025 Q3	$7.51M	Buy	444,671 +6,013	+1%	+$101K	2.62%	6
2025 Q2	$7.36M	Buy	438,658 +1,181	+0.3%	+$19.6K	2.73%	6
2025 Q1	$7.26M	Buy	437,477 +14,212	+3%	+$234K	2.84%	5
2024 Q4	$6.93M	Buy	423,265 +68,328	+19%	+$1.13M	2.63%	6
2024 Q3	$6.02M	Buy	354,937 +34,783	+11%	+$581K	2.27%	6
2024 Q2	$5.21M	Buy	+320,154	New	+$5.19M	2.11%	10

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

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

Vista Investment Management increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 3.8% in Q2 2026, buying an estimated $303K and bringing the position to 497,713 shares worth $8.28M. The position accounts for 2.49% of the portfolio, ranked #7.

Vista Investment Management first reported a position in BSCU in Q2 2024 and has held it in 9 quarters since. 308 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

Vista Investment Management held 497,713 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $8.28M as of Q2 2026.
Vista Investment Management bought 18,161 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $303K.
Invesco BulletShares 2030 Corporate Bond ETF made up 2.49% of Vista Investment Management's portfolio in Q2 2026, its #7 holding.
Vista Investment Management first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
308 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on Vista Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.