EASTERN BANK BSCU — INVESCO BULLETSHARES

Ownership history in EASTERN BANK  ·  20 quarters on record

AI Ownership Summary

EASTERN BANK reported INVESCO BULLETSHARES (BSCU) in 20 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 1.26% in 2024 Q1. The latest visible filing shows BSCU at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BSCU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EASTERN BANK's position in INVESCO BULLETSHARES, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

BSCU was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.26% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BSCU stock page EASTERN BANK fund profile EASTERN BANK full holdings
How EASTERN BANK held BSCU — position size vs. price
% of Fund (quarterly)    BSCU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 2,903 -129 -4.3% 0.00% $48K 2026-07-01 $16.62
2026 Q1 REDUCED 47.6% +0.9% ❌ 3,032 -2,757 -47.6% 0.00% $51K 2026-04-07 $16.57
2025 Q4 REDUCED 34.3% -0.1% ✅ 5,789 -3,021 -34.3% 0.00% $98K 2026-01-14 $16.58
2025 Q3 REDUCED 64.0% +1.5% ❌ 8,810 -15,690 -64.0% 0.00% $149K 2025-10-27 $16.47
2025 Q2 REDUCED 79.6% +1.9% ❌ 24,500 -95,731 -79.6% 0.01% $411K 2025-07-24 $16.00
2025 Q1 REDUCED 64.4% +2.4% ❌ 120,231 -217,373 -64.4% 0.04% $2.0M 2025-05-08 $15.70
2024 Q4 REDUCED 82.0% +2.5% ❌ 337,604 -1,536,062 -82.0% 0.10% $5.5M 2025-01-13 $15.12
2024 Q3 REDUCED — — — 1,873,666 -6,014 -0.3% 0.57% $31.8M 2024-10-21 $15.38
2024 Q2 ADDED — — — 1,879,680 +25,623 +1.4% 1.23% $30.6M 2024-07-23 $15.04
2024 Q1 ADDED — — — 1,854,057 +143,386 +8.4% 1.26% $30.4M 2024-05-09 $14.67
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BSCU

As of 2026 Q2 — sorted by position size

Sarver Vrooman Wealth Advisors 0.04% Noble Wealth Management PBC 0.02%

FAQ About EASTERN BANK and BSCU

These are the practical questions this page is built to answer before you even open the full history table.

How long has EASTERN BANK reported owning BSCU?

EASTERN BANK reported BSCU across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported BSCU position in EASTERN BANK's portfolio?

The largest reported portfolio weight for BSCU was 1.26% in 2024 Q1.

What is the latest reported BSCU position on this page?

The most recent filing on this page is 2026 Q2, when EASTERN BANK reported 2,903 shares, equal to 0.00% of portfolio, with an estimated market value of $48K.

What does the chart on this BSCU ownership page compare?

The chart compares EASTERN BANK's quarterly BSCU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did EASTERN BANK time their BSCU position?

Based on 13F filing dates vs. subsequent BSCU price moves, EASTERN BANK correctly timed 7 out of 19 reported position changes (37%). The annualised alpha on BSCU relative to SPY over the holding period was -10.7%.

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