Carmel Capital Partners’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History

Carmel Capital Partners’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	$6.43M	Buy	390,386 +26,454	+7%	+$440K	2.32%	10
2025 Q4	$6.08M	Buy	363,932 +88,718	+32%	+$1.48M	2.13%	11
2025 Q3	$4.59M	Buy	+275,214	New	+$4.57M	1.94%	9
2023 Q1	–	Sell	-39,698	Closed	-$625K	–	469
2022 Q4	$625K	Buy	39,698 +23,907	+151%	+$374K	0.43%	57
2022 Q3	$242K	Buy	+15,791	New	+$259K	0.23%	102

Other funds holding BSCV

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carmel Capital Partners's BSCV Position: Q1 2026 in Review

Carmel Capital Partners increased its Invesco BulletShares 2031 Corporate Bond ETF (BSCV) stake by 7.3% in Q1 2026, buying an estimated $440K and bringing the position to 390,386 shares worth $6.43M. The position accounts for 2.32% of the portfolio, ranked #10.

Carmel Capital Partners first reported a position in BSCV in Q3 2022 and has held it in 5 quarters since. 213 funds tracked by Wall St. Rank hold BSCV as of Q1 2026.

Carmel Capital Partners held 390,386 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $6.43M as of Q1 2026.
Carmel Capital Partners bought 26,454 Invesco BulletShares 2031 Corporate Bond ETF shares in Q1 2026, an estimated $440K.
Invesco BulletShares 2031 Corporate Bond ETF made up 2.32% of Carmel Capital Partners's portfolio in Q1 2026, its #10 holding.
Carmel Capital Partners first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q3 2022 and has held it in 5 quarters since.
213 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q1 2026.

Based on Carmel Capital Partners's 13F filing for Q1 2026, filed 30 Apr 2026.