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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
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

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
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return
WIM
Waycross Investment Management Bellingham, Washington $131M AUM 16.58% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Apella Capital's BSCV Position: Q2 2026 in Review

Apella Capital increased its Invesco BulletShares 2031 Corporate Bond ETF (BSCV) stake by 1.9% in Q2 2026, buying an estimated $14.8K and bringing the position to 47,485 shares worth $777K. The position accounts for 0.01% of the portfolio, ranked #408.

Apella Capital first reported a position in BSCV in Q3 2025 and has held it in 4 quarters since. The position peaked at $812K in Q4 2025. 40 funds tracked by Wall St. Rank hold BSCV as of Q2 2026.

  • Apella Capital held 47,485 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $777K as of Q2 2026.
  • Apella Capital bought 898 Invesco BulletShares 2031 Corporate Bond ETF shares in Q2 2026, an estimated $14.8K.
  • Invesco BulletShares 2031 Corporate Bond ETF made up 0.01% of Apella Capital's portfolio in Q2 2026, its #408 holding.
  • Apella Capital first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Apella Capital's Invesco BulletShares 2031 Corporate Bond ETF position peaked at $812K in Q4 2025.
  • 40 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.