Superior Planning, LLC’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History

Superior Planning, LLC’s Portfolio BSCV Stock Details BSCV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.42M	Buy	+90,156	New	+$1.46M	0.59%	36

Other funds holding BSCV

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Atlantic Union Bankshares Glen Allen, Virginia $6.11B AUM 17.62% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return

Headland Capital Mt. Pleasant, South Carolina $410M AUM 12.51% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.85% 1-Year Est. Return

Superior Planning, LLC's BSCV Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Invesco BulletShares 2031 Corporate Bond ETF (BSCV) in Q3 2026: 90,156 shares worth $1.42M. The stake represents 0.59% of the portfolio and ranks #36 among its holdings.

189 funds tracked by Wall St. Rank hold BSCV as of Q3 2026.

Superior Planning, LLC held 90,156 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $1.42M as of Q3 2026.
Invesco BulletShares 2031 Corporate Bond ETF was a new Superior Planning, LLC position in Q3 2026.
Invesco BulletShares 2031 Corporate Bond ETF made up 0.59% of Superior Planning, LLC's portfolio in Q3 2026, its #36 holding.
189 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.