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 Q2	$6.47M	Buy	395,166 +4,780	+1%	+$78.6K	2.13%	11
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 $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

Carmel Capital Partners's BSCV Position: Q2 2026 in Review

Carmel Capital Partners increased its Invesco BulletShares 2031 Corporate Bond ETF (BSCV) stake by 1.2% in Q2 2026, buying an estimated $78.6K and bringing the position to 395,166 shares worth $6.47M. The position accounts for 2.13% of the portfolio, ranked #11.

Carmel Capital Partners first reported a position in BSCV in Q3 2022 and has held it in 6 quarters since. 221 funds tracked by Wall St. Rank hold BSCV as of Q2 2026.

Carmel Capital Partners held 395,166 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $6.47M as of Q2 2026.
Carmel Capital Partners bought 4,780 Invesco BulletShares 2031 Corporate Bond ETF shares in Q2 2026, an estimated $78.6K.
Invesco BulletShares 2031 Corporate Bond ETF made up 2.13% of Carmel Capital Partners's portfolio in Q2 2026, its #11 holding.
Carmel Capital Partners first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q3 2022 and has held it in 6 quarters since.
221 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q2 2026.

Based on Carmel Capital Partners's 13F filing for Q2 2026, filed 30 Jul 2026.