AWM
BSCV icon

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

Avior 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
Q2 		$39.3M Sell
2,400,792
-287,929
-11% -$4.74M 1.03% 23
2026
Q1 		$44.3M Sell
2,688,721
-25,752
-0.9% -$429K 1.26% 14
2025
Q4 		$45.3M Buy
2,714,473
+73,283
+3% +$1.22M 1.41% 15
2025
Q3 		$44.1M Buy
2,641,190
+83,298
+3% +$1.38M 1.42% 15
2025
Q2 		$42.3M Buy
2,557,892
+118,708
+5% +$1.93M 1.46% 12
2025
Q1 		$39.8M Buy
2,439,184
+440,370
+22% +$7.12M 1.51% 13
2024
Q4 		$32.1M Buy
1,998,814
+1,997,141
+119,375% +$32.5M 1.17% 17
2024
Q3 		$27.9K Hold
1,673
– – ﹤0.01% 1302
2024
Q2 		$26.7K Buy
+1,673
New +$26.6K ﹤0.01% 1291

Other funds holding BSCV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
HC
Headland Capital Mt. Pleasant, South Carolina $406M AUM 18.45% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
GGI
GPM Growth Investors Bloomfield Hills, Michigan $239M AUM 11.87% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

Avior Wealth Management's BSCV Position: Q2 2026 in Review

Avior Wealth Management reduced its Invesco BulletShares 2031 Corporate Bond ETF (BSCV) stake by 11% in Q2 2026, selling an estimated $4.74M and leaving 2,400,792 shares worth $39.3M. The position accounts for 1.03% of the portfolio, ranked #23.

Avior Wealth Management first reported a position in BSCV in Q2 2024 and has held it in 9 quarters since. The position peaked at $45.3M in Q4 2025. 146 funds tracked by Wall St. Rank hold BSCV as of Q2 2026.

  • Avior Wealth Management held 2,400,792 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $39.3M as of Q2 2026.
  • Avior Wealth Management sold 287,929 Invesco BulletShares 2031 Corporate Bond ETF shares in Q2 2026, an estimated $4.74M.
  • Invesco BulletShares 2031 Corporate Bond ETF made up 1.03% of Avior Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Avior Wealth Management first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • Avior Wealth Management's Invesco BulletShares 2031 Corporate Bond ETF position peaked at $45.3M in Q4 2025.
  • 146 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.