Cherry Tree Wealth Management’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History

Cherry Tree Wealth Management’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	$253K	Hold	15,366	–	–	0.05%	144
2025 Q4	$257K	Hold	15,366	–	–	0.05%	145
2025 Q3	$256K	Hold	15,366	–	–	0.06%	142
2025 Q2	$254K	Hold	15,366	–	–	0.06%	145
2025 Q1	$251K	Hold	15,366	–	–	0.06%	146
2024 Q4	$247K	Hold	15,366	–	–	0.06%	147
2024 Q3	$256K	Hold	15,366	–	–	0.06%	148
2024 Q2	$245K	Hold	15,366	–	–	0.06%	149
2024 Q1	$248K	Buy	+15,366	New	+$248K	0.06%	148

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

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 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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cherry Tree Wealth Management's BSCV Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Invesco BulletShares 2031 Corporate Bond ETF (BSCV) position steady in Q1 2026 at 15,366 shares worth $253K. The position accounts for 0.05% of the portfolio, ranked #144.

Cherry Tree Wealth Management first reported a position in BSCV in Q1 2024 and has held it in 9 quarters since. The position peaked at $257K in Q4 2025. 213 funds tracked by Wall St. Rank hold BSCV as of Q1 2026.

Cherry Tree Wealth Management held 15,366 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $253K as of Q1 2026.
Cherry Tree Wealth Management left its Invesco BulletShares 2031 Corporate Bond ETF share count unchanged in Q1 2026.
Invesco BulletShares 2031 Corporate Bond ETF made up 0.05% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #144 holding.
Cherry Tree Wealth Management first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q1 2024 and has held it in 9 quarters since.
Cherry Tree Wealth Management's Invesco BulletShares 2031 Corporate Bond ETF position peaked at $257K in Q4 2025.
213 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.