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

AE 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 Q2	–	Sell	-274	Closed	-$4.51K	–	2680
2026 Q1	$4.51K	Hold	274	–	–	﹤0.01%	2388
2025 Q4	$4.57K	Sell	274 -884	-76%	-$14.8K	﹤0.01%	2244
2025 Q3	$19.3K	Buy	1,158 +1,110	+2,313%	+$18.4K	﹤0.01%	1898
2025 Q2	$793	Buy	+48	New	+$781	﹤0.01%	2087

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

AE Wealth Management's BSCV Position: Q2 2026 in Review

AE Wealth Management sold out of Invesco BulletShares 2031 Corporate Bond ETF (BSCV) in Q2 2026, closing a stake of 274 shares — an estimated $4.51K sold.

AE Wealth Management first reported a position in BSCV in Q2 2025 and held it in 4 quarters. The position peaked at $19.3K in Q3 2025. 220 funds tracked by Wall St. Rank hold BSCV as of Q2 2026.

AE Wealth Management reported no remaining Invesco BulletShares 2031 Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
AE Wealth Management sold 274 Invesco BulletShares 2031 Corporate Bond ETF shares in Q2 2026, an estimated $4.51K.
AE Wealth Management first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q2 2025 and held it in 4 quarters.
AE Wealth Management's Invesco BulletShares 2031 Corporate Bond ETF position peaked at $19.3K in Q3 2025.
220 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.