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West Branch Capital’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

West Branch Capital’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 		$18.1K Buy
1,088
+12
+1% +$200 ﹤0.01% 197
2026
Q1 		$18K Buy
1,076
+12
+1% +$203 ﹤0.01% 188
2025
Q4 		$18K Buy
1,064
+4
+0.4% +$68 ﹤0.01% 202
2025
Q3 		$17.9K Hold
1,060
– – ﹤0.01% 214
2025
Q2 		$17.8K Hold
1,060
– – 0.01% 217
2025
Q1 		$17.6K Hold
1,060
– – 0.01% 239
2024
Q4 		$17.4K Hold
1,060
– – 0.01% 231
2024
Q3 		$18K Hold
1,060
– – 0.01% 232
2024
Q2 		$17.2K Hold
1,060
– – 0.01% 231
2024
Q1 		$17.4K Buy
1,060
+7
+0.7% +$115 0.01% 234
2023
Q4 		$17.5K Buy
1,053
+12
+1% +$190 0.01% 234
2023
Q3 		$16.2K Buy
1,041
+11
+1% +$176 0.01% 239
2023
Q2 		$16.7K Buy
1,030
+11
+1% +$180 0.01% 243
2023
Q1 		$16.8K Buy
1,019
+10
+1% +$163 0.01% 246
2022
Q4 		$16.1K Buy
1,009
+6
+0.6% +$95 0.01% 244
2022
Q3 		$16K Buy
+1,003
New +$16.6K 0.01% 243

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
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 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

West Branch Capital's BSCU Position: Q2 2026 in Review

West Branch Capital increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 1.1% in Q2 2026, buying an estimated $200 and bringing the position to 1,088 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #197.

West Branch Capital first reported a position in BSCU in Q3 2022 and has held it in 16 quarters since. 309 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

  • West Branch Capital held 1,088 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $18.1K as of Q2 2026.
  • West Branch Capital bought 12 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $200.
  • Invesco BulletShares 2030 Corporate Bond ETF made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #197 holding.
  • West Branch Capital first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • 309 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.