Carson Wealth (CWM LLC)
BSCV icon

Carson Wealth (CWM LLC)’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History

Carson Wealth (CWM 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 		$2.71M Buy
164,739
+154,713
+1,543% +$2.58M 0.01% 1066
2025
Q4 		$167K Buy
10,026
+9,861
+5,976% +$165K ﹤0.01% 2708
2025
Q3 		$3K Hold
165
– – ﹤0.01% 4878
2025
Q2 		$3K Buy
+165
New +$2.69K ﹤0.01% 4745

Other funds holding BSCV

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $2.35B AUM 17.18% 1-Year Est. Return
LPL Financial
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
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BSCV Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Invesco BulletShares 2031 Corporate Bond ETF (BSCV) stake by 1,543% in Q1 2026, buying an estimated $2.58M and bringing the position to 164,739 shares worth $2.71M. The position accounts for 0.01% of the portfolio, ranked #1066.

Carson Wealth (CWM LLC) first reported a position in BSCV in Q2 2025 and has held it in 4 quarters since. 213 funds tracked by Wall St. Rank hold BSCV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 164,739 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $2.71M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 154,713 Invesco BulletShares 2031 Corporate Bond ETF shares in Q1 2026, an estimated $2.58M.
  • Invesco BulletShares 2031 Corporate Bond ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1066 holding.
  • Carson Wealth (CWM LLC) first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 213 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.