CAPTRUST Financial Advisors
BSCV icon

CAPTRUST Financial Advisors’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History

CAPTRUST Financial Advisors’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 		$2.3M Buy
139,765
+14,636
+12% +$244K ﹤0.01% 1143
2025
Q4 		$2.09M Buy
125,129
+29,526
+31% +$493K ﹤0.01% 1073
2025
Q3 		$1.59M Buy
95,603
+34,317
+56% +$570K ﹤0.01% 1146
2025
Q2 		$1.01M Buy
61,286
+11,389
+23% +$185K ﹤0.01% 1350
2025
Q1 		$814K Buy
49,897
+6,350
+15% +$103K ﹤0.01% 1383
2024
Q4 		$699K Buy
43,547
+7,171
+20% +$117K ﹤0.01% 1431
2024
Q3 		$606K Buy
36,376
+13,947
+62% +$229K ﹤0.01% 1469
2024
Q2 		$358K Sell
22,429
-5,444
-20% -$86.6K ﹤0.01% 1700
2024
Q1 		$449K Buy
27,873
+201
+0.7% +$3.24K ﹤0.01% 1541
2023
Q4 		$454K Buy
27,672
+17,093
+162% +$266K ﹤0.01% 1801
2023
Q3 		$161K Buy
10,579
+101
+1% +$1.58K ﹤0.01% 2348
2023
Q2 		$167K Buy
+10,478
New +$169K ﹤0.01% 2305

Other funds holding BSCV

ACA
Aptus Capital Advisors Fairhope, Alabama $11.9B 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 $376B 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 $1.14B AUM 12.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return