Avior Wealth Management
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
Q3 		$40.9M Buy
2,596,398
+195,606
+8% +$3.17M 1.08% 21
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 $468B AUM 17.69% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 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
Kirr Marbach & Co
Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return
Cookson Peirce & Co
Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $372M AUM 14.86% 1-Year Est. Return

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

Avior Wealth Management increased its Invesco BulletShares 2031 Corporate Bond ETF (BSCV) stake by 8.1% in Q3 2026, buying an estimated $3.17M and bringing the position to 2,596,398 shares worth $40.9M. The position accounts for 1.08% of the portfolio, ranked #21.

Avior Wealth Management first reported a position in BSCV in Q2 2024 and has held it in 10 quarters since. The position peaked at $45.3M in Q4 2025. 138 funds tracked by Wall St. Rank hold BSCV as of Q3 2026.

  • Avior Wealth Management held 2,596,398 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $40.9M as of Q3 2026.
  • Avior Wealth Management bought 195,606 Invesco BulletShares 2031 Corporate Bond ETF shares in Q3 2026, an estimated $3.17M.
  • Invesco BulletShares 2031 Corporate Bond ETF made up 1.08% of Avior Wealth Management's portfolio in Q3 2026, its #21 holding.
  • Avior Wealth Management first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q2 2024 and has held it in 10 quarters since.
  • Avior Wealth Management's Invesco BulletShares 2031 Corporate Bond ETF position peaked at $45.3M in Q4 2025.
  • 138 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q3 2026.

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