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

Align Financial’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 		– Sell
-6,628
Closed -$6.63K – 382
2025
Q4 		$6.63K Buy
+6,628
New +$111K ﹤0.01% 295

Other funds holding BSCV

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
LPL Financial
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
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Align Financial's BSCV Position: Q1 2026 in Review

Align Financial sold out of Invesco BulletShares 2031 Corporate Bond ETF (BSCV) in Q1 2026, closing a stake of 6,628 shares — an estimated $6.63K sold.

Align Financial first reported a position in BSCV in Q4 2025 and held it in 1 quarter. The position peaked at $6.63K in Q4 2025. 213 funds tracked by Wall St. Rank hold BSCV as of Q1 2026.

  • Align Financial reported no remaining Invesco BulletShares 2031 Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Align Financial sold 6,628 Invesco BulletShares 2031 Corporate Bond ETF shares in Q1 2026, an estimated $6.63K.
  • Align Financial first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q4 2025 and held it in 1 quarter.
  • Align Financial's Invesco BulletShares 2031 Corporate Bond ETF position peaked at $6.63K in Q4 2025.
  • 213 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q1 2026.

Based on Align Financial's 13F filing for Q1 2026, filed 8 May 2026.