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 Q2	$1.09M	Sell	66,402 -102,932	-61%	-$1.69M	0.01%	1068
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 $14.6B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Atria Investments's BSCV Position: Q2 2026 in Review

Atria Investments reduced its Invesco BulletShares 2031 Corporate Bond ETF (BSCV) stake by 61% in Q2 2026, selling an estimated $1.69M and leaving 66,402 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #1068.

Atria Investments first reported a position in BSCV in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.18M in Q1 2025. 221 funds tracked by Wall St. Rank hold BSCV as of Q2 2026.

Atria Investments held 66,402 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $1.09M as of Q2 2026.
Atria Investments sold 102,932 Invesco BulletShares 2031 Corporate Bond ETF shares in Q2 2026, an estimated $1.69M.
Invesco BulletShares 2031 Corporate Bond ETF made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1068 holding.
Atria Investments first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
Atria Investments's Invesco BulletShares 2031 Corporate Bond ETF position peaked at $6.18M in Q1 2025.
221 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.