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Waverly Advisors’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Waverly 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 		$92.8M Buy
5,572,712
+5,547,397
+21,913% +$92.7M 0.54% 46
2026
Q1 		$423K Buy
25,315
+345
+1% +$5.82K ﹤0.01% 1158
2025
Q4 		$422K Buy
24,970
+205
+0.8% +$3.47K ﹤0.01% 1069
2025
Q3 		$419K Buy
24,765
+1,537
+7% +$25.9K ﹤0.01% 913
2025
Q2 		$390K Buy
23,228
+789
+4% +$13.1K ﹤0.01% 882
2025
Q1 		$372K Buy
22,439
+1,079
+5% +$17.8K ﹤0.01% 863
2024
Q4 		$350K Buy
21,360
+2,600
+14% +$43.1K 0.01% 777
2024
Q3 		$318K Buy
18,760
+6,862
+58% +$115K 0.01% 672
2024
Q2 		$193K Buy
11,898
+817
+7% +$13.2K ﹤0.01% 772
2024
Q1 		$182K Buy
+11,081
New +$182K ﹤0.01% 660

Other funds holding BSCU

Morgan Stanley
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
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Waverly Advisors's BSCU Position: Q2 2026 in Review

Waverly Advisors increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 21,913% in Q2 2026, buying an estimated $92.7M and bringing the position to 5,572,712 shares worth $92.8M. The position accounts for 0.54% of the portfolio, ranked #46.

Waverly Advisors first reported a position in BSCU in Q1 2024 and has held it in 10 quarters since. 308 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

  • Waverly Advisors held 5,572,712 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $92.8M as of Q2 2026.
  • Waverly Advisors bought 5,547,397 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $92.7M.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 0.54% of Waverly Advisors's portfolio in Q2 2026, its #46 holding.
  • Waverly Advisors first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 308 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.