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Capital Analysts LLC’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History

Capital Analysts LLC’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
Q1 		$383K Buy
23,256
+4,188
+22% +$69.7K 0.01% 505
2025
Q4 		$318K Buy
19,068
+2,812
+17% +$47K 0.01% 513
2025
Q3 		$271K Buy
16,256
+94
+0.6% +$1.56K 0.01% 542
2025
Q2 		$267K Buy
16,162
+1,661
+11% +$27K 0.01% 491
2025
Q1 		$237K Sell
14,501
-783
-5% -$12.7K 0.01% 502
2024
Q4 		$245K Buy
15,284
+221
+1% +$3.6K 0.01% 454
2024
Q3 		$251K Buy
15,063
+7,738
+106% +$127K 0.01% 432
2024
Q2 		$117K Buy
7,325
+1,818
+33% +$28.9K 0.01% 545
2024
Q1 		$89K Buy
5,507
+49
+0.9% +$790 ﹤0.01% 566
2023
Q4 		$90K Buy
+5,458
New +$84.8K ﹤0.01% 545

Other funds holding BSCV

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Analysts LLC's BSCV Position: Q1 2026 in Review

Capital Analysts LLC increased its Invesco BulletShares 2031 Corporate Bond ETF (BSCV) stake by 22% in Q1 2026, buying an estimated $69.7K and bringing the position to 23,256 shares worth $383K. The position accounts for 0.01% of the portfolio, ranked #505.

Capital Analysts LLC first reported a position in BSCV in Q4 2023 and has held it in 10 quarters since. 213 funds tracked by Wall St. Rank hold BSCV as of Q1 2026.

  • Capital Analysts LLC held 23,256 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $383K as of Q1 2026.
  • Capital Analysts LLC bought 4,188 Invesco BulletShares 2031 Corporate Bond ETF shares in Q1 2026, an estimated $69.7K.
  • Invesco BulletShares 2031 Corporate Bond ETF made up 0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #505 holding.
  • Capital Analysts LLC first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • 213 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.