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

BCS 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	$5.12M	Buy	312,326 +6,866	+2%	+$113K	0.92%	30
2026 Q1	$5.03M	Sell	305,460 -315,412	-51%	-$5.25M	1.03%	26
2025 Q4	$10.4M	Buy	620,872 +334,466	+117%	+$5.59M	1.05%	21
2025 Q3	$4.78M	Sell	286,406 -4,404	-2%	-$73.1K	1.08%	23
2025 Q2	$4.81M	Buy	290,810 +21,601	+8%	+$352K	1.03%	27
2025 Q1	$4.39M	Buy	269,209 +16,470	+7%	+$266K	1.13%	24
2024 Q4	$4.06M	Buy	252,739 +27,519	+12%	+$448K	1.01%	28
2024 Q3	$3.75M	Buy	225,220 +66,264	+42%	+$1.09M	1.6%	17
2024 Q2	$2.54M	Buy	158,956 +47,745	+43%	+$760K	1.23%	21
2024 Q1	$1.79M	Buy	111,211 +28,062	+34%	+$452K	0.58%	46
2023 Q4	$1.36M	Buy	83,149 +61,850	+290%	+$961K	0.5%	53
2023 Q3	$325K	Buy	21,299 +6,425	+43%	+$101K	0.14%	144
2023 Q2	$237K	Buy	+14,874	New	+$240K	0.17%	100

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

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

BCS Wealth Management increased its Invesco BulletShares 2031 Corporate Bond ETF (BSCV) stake by 2.2% in Q2 2026, buying an estimated $113K and bringing the position to 312,326 shares worth $5.12M. The position accounts for 0.92% of the portfolio, ranked #30.

BCS Wealth Management first reported a position in BSCV in Q2 2023 and has held it in 13 quarters since. The position peaked at $10.4M in Q4 2025. 220 funds tracked by Wall St. Rank hold BSCV as of Q2 2026.

BCS Wealth Management held 312,326 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $5.12M as of Q2 2026.
BCS Wealth Management bought 6,866 Invesco BulletShares 2031 Corporate Bond ETF shares in Q2 2026, an estimated $113K.
Invesco BulletShares 2031 Corporate Bond ETF made up 0.92% of BCS Wealth Management's portfolio in Q2 2026, its #30 holding.
BCS Wealth Management first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q2 2023 and has held it in 13 quarters since.
BCS Wealth Management's Invesco BulletShares 2031 Corporate Bond ETF position peaked at $10.4M in Q4 2025.
220 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.