Accurate Wealth Management
BSCV icon

Accurate Wealth Management’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History

Accurate Wealth Management’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 		$211K Sell
13,282
-171
-1% -$2.77K 0.02% 569
2026
Q2 		$220K Sell
13,453
-1,394
-9% -$22.9K 0.02% 529
2026
Q1 		$245K Buy
14,847
+362
+2% +$6.03K 0.03% 464
2025
Q4 		$242K Buy
+14,485
New +$242K 0.03% 452

Other funds holding BSCV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
MONECO Advisors
MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return
HC
Headland Capital Mt. Pleasant, South Carolina $410M AUM 12.51% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Capital Investment Counsel (Colorado)
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.85% 1-Year Est. Return
GPM Growth Investors
GPM Growth Investors Bloomfield Hills, Michigan $237M AUM 8.62% 1-Year Est. Return
Kirr Marbach & Co
Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return
Cookson Peirce & Co
Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return

Accurate Wealth Management's BSCV Position: Q3 2026 in Review

Accurate Wealth Management reduced its Invesco BulletShares 2031 Corporate Bond ETF (BSCV) stake by 1.3% in Q3 2026, selling an estimated $2.77K and leaving 13,282 shares worth $211K. The position accounts for 0.02% of the portfolio, ranked #569.

Accurate Wealth Management first reported a position in BSCV in Q4 2025 and has held it in 4 quarters since. The position peaked at $245K in Q1 2026. 138 funds tracked by Wall St. Rank hold BSCV as of Q3 2026.

  • Accurate Wealth Management held 13,282 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $211K as of Q3 2026.
  • Accurate Wealth Management sold 171 Invesco BulletShares 2031 Corporate Bond ETF shares in Q3 2026, an estimated $2.77K.
  • Invesco BulletShares 2031 Corporate Bond ETF made up 0.02% of Accurate Wealth Management's portfolio in Q3 2026, its #569 holding.
  • Accurate Wealth Management first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Accurate Wealth Management's Invesco BulletShares 2031 Corporate Bond ETF position peaked at $245K in Q1 2026.
  • 138 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.