AA Financial Advisors’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History

AA Financial Advisors’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 Q2	$3.53M	Sell	215,472 -5,423	-2%	-$89.2K	0.42%	54
2026 Q1	$3.64M	Sell	220,895 -186,107	-46%	-$3.1M	0.51%	52
2025 Q4	$6.79M	Sell	407,002 -84,974	-17%	-$1.42M	1.26%	29
2025 Q3	$8.21M	Sell	491,976 -39,119	-7%	-$649K	1.61%	23
2025 Q2	$8.78M	Buy	531,095 +68,719	+15%	+$1.12M	1.89%	16
2025 Q1	$7.54M	Buy	462,376 +79,576	+21%	+$1.29M	1.84%	19
2024 Q4	$6.14M	Buy	382,800 +66,851	+21%	+$1.09M	1.64%	24
2024 Q3	$5.27M	Buy	315,949 +58,870	+23%	+$967K	1.53%	23
2024 Q2	$4.1M	Buy	257,079 +96,331	+60%	+$1.53M	1.45%	24
2024 Q1	$2.59M	Buy	+160,748	New	+$2.59M	1.05%	29

Other funds holding BSCV

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AA Financial Advisors's BSCV Position: Q2 2026 in Review

AA Financial Advisors reduced its Invesco BulletShares 2031 Corporate Bond ETF (BSCV) stake by 2.5% in Q2 2026, selling an estimated $89.2K and leaving 215,472 shares worth $3.53M. The position accounts for 0.42% of the portfolio, ranked #54.

AA Financial Advisors first reported a position in BSCV in Q1 2024 and has held it in 10 quarters since. The position peaked at $8.78M in Q2 2025. 220 funds tracked by Wall St. Rank hold BSCV as of Q2 2026.

AA Financial Advisors held 215,472 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $3.53M as of Q2 2026.
AA Financial Advisors sold 5,423 Invesco BulletShares 2031 Corporate Bond ETF shares in Q2 2026, an estimated $89.2K.
Invesco BulletShares 2031 Corporate Bond ETF made up 0.42% of AA Financial Advisors's portfolio in Q2 2026, its #54 holding.
AA Financial Advisors first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
AA Financial Advisors's Invesco BulletShares 2031 Corporate Bond ETF position peaked at $8.78M in Q2 2025.
220 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.