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Atria Investments’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History

Atria Investments’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 		$2.79M Sell
169,334
-6,221
-4% -$104K 0.03% 555
2025
Q4 		$2.93M Buy
175,555
+16,322
+10% +$273K 0.03% 572
2025
Q3 		$2.66M Sell
159,233
-128,940
-45% -$2.14M 0.03% 608
2025
Q2 		$4.76M Sell
288,173
-90,994
-24% -$1.48M 0.06% 397
2025
Q1 		$6.18M Buy
379,167
+76,663
+25% +$1.24M 0.08% 304
2024
Q4 		$4.86M Buy
302,504
+25,556
+9% +$416K 0.06% 356
2024
Q3 		$4.62M Buy
276,948
+28,667
+12% +$471K 0.06% 378
2024
Q2 		$3.96M Buy
248,281
+16,510
+7% +$263K 0.05% 412
2024
Q1 		$3.74M Buy
+231,771
New +$3.74M 0.05% 422

Other funds holding BSCV

ACA
Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $2.07B AUM 13.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return