Central Valley Advisors’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History

Central Valley 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 Q3	$10.9M	Buy	688,233 +24,867	+4%	+$402K	2.92%	10
2026 Q2	$10.9M	Buy	663,366 +25,022	+4%	+$412K	2.79%	8
2026 Q1	$10.5M	Buy	638,344 +81,198	+15%	+$1.35M	2.87%	12
2025 Q4	$9.3M	Buy	557,146 +29,941	+6%	+$500K	2.78%	11
2025 Q3	$8.79M	Buy	+527,205	New	+$8.75M	2.72%	12

Other funds holding BSCV

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return

GPM Growth Investors Bloomfield Hills, Michigan $237M AUM 8.62% 1-Year Est. Return

Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return

Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return

Cornerstone Planning Charlotte, North Carolina $487M AUM 16.17% 1-Year Est. Return

Marietta Wealth Management Marietta, Georgia $945M AUM 19.14% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Central Valley Advisors's BSCV Position: Q3 2026 in Review

Central Valley Advisors increased its Invesco BulletShares 2031 Corporate Bond ETF (BSCV) stake by 3.7% in Q3 2026, buying an estimated $402K and bringing the position to 688,233 shares worth $10.9M. The position accounts for 2.92% of the portfolio, ranked #10.

Central Valley Advisors first reported a position in BSCV in Q3 2025 and has held it in 5 quarters since. The position peaked at $10.9M in Q2 2026. 101 funds tracked by Wall St. Rank hold BSCV as of Q3 2026.

Central Valley Advisors held 688,233 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $10.9M as of Q3 2026.
Central Valley Advisors bought 24,867 Invesco BulletShares 2031 Corporate Bond ETF shares in Q3 2026, an estimated $402K.
Invesco BulletShares 2031 Corporate Bond ETF made up 2.92% of Central Valley Advisors's portfolio in Q3 2026, its #10 holding.
Central Valley Advisors first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q3 2025 and has held it in 5 quarters since.
Central Valley Advisors's Invesco BulletShares 2031 Corporate Bond ETF position peaked at $10.9M in Q2 2026.
101 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q3 2026.

Based on Central Valley Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.