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 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

Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return