AAS
BSCV icon

Avantax Advisory Services’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$798K Sell
48,255
-612
-1% -$9.96K ﹤0.01% 1302
2025
Q1 		$797K Buy
48,867
+10,600
+28% +$171K ﹤0.01% 1207
2024
Q4 		$614K Buy
38,267
+27,521
+256% +$448K ﹤0.01% 1323
2024
Q3 		$179K Buy
+10,746
New +$176K ﹤0.01% 2014

Other funds holding BSCV

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

Avantax Advisory Services's BSCV Position: Q2 2025 in Review

Avantax Advisory Services reduced its Invesco BulletShares 2031 Corporate Bond ETF (BSCV) stake by 1.3% in Q2 2025, selling an estimated $9.96K and leaving 48,255 shares worth $798K. The position accounts for ﹤0.01% of the portfolio, ranked #1302.

Avantax Advisory Services first reported a position in BSCV in Q3 2024 and has held it in 4 quarters since. 153 funds tracked by Wall St. Rank hold BSCV as of Q2 2025.

  • Avantax Advisory Services held 48,255 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $798K as of Q2 2025.
  • Avantax Advisory Services sold 612 Invesco BulletShares 2031 Corporate Bond ETF shares in Q2 2025, an estimated $9.96K.
  • Invesco BulletShares 2031 Corporate Bond ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1302 holding.
  • Avantax Advisory Services first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q3 2024 and has held it in 4 quarters since.
  • 153 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.