Carroll Advisory Group’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History

Carroll Advisory Group’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	$4.09M	Buy	249,394 +35,154	+16%	+$578K	1.34%	18
2026 Q1	$3.53M	Buy	214,240 +61,797	+41%	+$1.03M	1.37%	19
2025 Q4	$2.55M	Buy	+152,443	New	+$2.55M	1.1%	24

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

Carroll Advisory Group's BSCV Position: Q2 2026 in Review

Carroll Advisory Group increased its Invesco BulletShares 2031 Corporate Bond ETF (BSCV) stake by 16% in Q2 2026, buying an estimated $578K and bringing the position to 249,394 shares worth $4.09M. The position accounts for 1.34% of the portfolio, ranked #18.

Carroll Advisory Group first reported a position in BSCV in Q4 2025 and has held it in 3 quarters since. 220 funds tracked by Wall St. Rank hold BSCV as of Q2 2026.

Carroll Advisory Group held 249,394 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $4.09M as of Q2 2026.
Carroll Advisory Group bought 35,154 Invesco BulletShares 2031 Corporate Bond ETF shares in Q2 2026, an estimated $578K.
Invesco BulletShares 2031 Corporate Bond ETF made up 1.34% of Carroll Advisory Group's portfolio in Q2 2026, its #18 holding.
Carroll Advisory Group first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
220 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q2 2026.

Based on Carroll Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.