Apella Capital’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History

Apella Capital’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	$777K	Buy	49,020 +1,535	+3%	+$24.8K	0.01%	433
2026 Q2	$777K	Buy	47,485 +898	+2%	+$14.8K	0.01%	408
2026 Q1	$775K	Sell	46,587 -2,055	-4%	-$34.2K	0.01%	397
2025 Q4	$812K	Buy	48,642 +408	+0.8%	+$6.82K	0.02%	298
2025 Q3	$811K	Buy	+48,234	New	+$800K	0.02%	274

Other funds holding BSCV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return

Headland Capital Mt. Pleasant, South Carolina $410M AUM 12.51% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.85% 1-Year Est. Return

GPM Growth Investors Bloomfield Hills, Michigan $237M AUM 8.62% 1-Year Est. Return

Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return

Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return

Apella Capital's BSCV Position: Q3 2026 in Review

Apella Capital increased its Invesco BulletShares 2031 Corporate Bond ETF (BSCV) stake by 3.2% in Q3 2026, buying an estimated $24.8K and bringing the position to 49,020 shares worth $777K. The position accounts for 0.01% of the portfolio, ranked #433.

Apella Capital first reported a position in BSCV in Q3 2025 and has held it in 5 quarters since. The position peaked at $812K in Q4 2025. 152 funds tracked by Wall St. Rank hold BSCV as of Q3 2026.

Apella Capital held 49,020 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $777K as of Q3 2026.
Apella Capital bought 1,535 Invesco BulletShares 2031 Corporate Bond ETF shares in Q3 2026, an estimated $24.8K.
Invesco BulletShares 2031 Corporate Bond ETF made up 0.01% of Apella Capital's portfolio in Q3 2026, its #433 holding.
Apella Capital first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q3 2025 and has held it in 5 quarters since.
Apella Capital's Invesco BulletShares 2031 Corporate Bond ETF position peaked at $812K in Q4 2025.
152 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.