Aprio Wealth Management
BSCV icon

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

Aprio 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 		$722K Buy
45,803
+209
+0.5% +$3.38K 0.03% 325
2026
Q2 		$747K Buy
45,594
+33,897
+290% +$558K 0.04% 288
2026
Q1 		$193K Buy
11,697
+40
+0.3% +$666 0.01% 601
2025
Q4 		$195K Buy
+11,657
New +$195K 0.01% 529

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Avior Wealth Management
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Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $898M AUM 10.42% 1-Year Est. Return

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

Aprio Wealth Management increased its Invesco BulletShares 2031 Corporate Bond ETF (BSCV) stake by 0.46% in Q3 2026, buying an estimated $3.38K and bringing the position to 45,803 shares worth $722K. The position accounts for 0.03% of the portfolio, ranked #325.

Aprio Wealth Management first reported a position in BSCV in Q4 2025 and has held it in 4 quarters since. The position peaked at $747K in Q2 2026. 167 funds tracked by Wall St. Rank hold BSCV as of Q3 2026.

  • Aprio Wealth Management held 45,803 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $722K as of Q3 2026.
  • Aprio Wealth Management bought 209 Invesco BulletShares 2031 Corporate Bond ETF shares in Q3 2026, an estimated $3.38K.
  • Invesco BulletShares 2031 Corporate Bond ETF made up 0.03% of Aprio Wealth Management's portfolio in Q3 2026, its #325 holding.
  • Aprio Wealth Management first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Aprio Wealth Management's Invesco BulletShares 2031 Corporate Bond ETF position peaked at $747K in Q2 2026.
  • 167 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.