Clark Asset Management’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History

Clark Asset 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 Q2	$18.8M	Buy	1,149,628 +174,678	+18%	+$2.87M	1.48%	18
2026 Q1	$16M	Buy	974,950 +205,205	+27%	+$3.42M	1.51%	18
2025 Q4	$12.9M	Buy	769,745 +146,642	+24%	+$2.45M	1.33%	19
2025 Q3	$10.4M	Buy	623,103 +150,959	+32%	+$2.51M	1.21%	21
2025 Q2	$7.8M	Buy	472,144 +90,857	+24%	+$1.48M	1.06%	21
2025 Q1	$6.22M	Buy	381,287 +62,353	+20%	+$1.01M	1.04%	20
2024 Q4	$5.12M	Buy	318,934 +116,110	+57%	+$1.89M	0.96%	20
2024 Q3	$3.38M	Buy	202,824 +90,211	+80%	+$1.48M	0.73%	23
2024 Q2	$1.8M	Buy	112,613 +26,116	+30%	+$415K	0.5%	28
2024 Q1	$1.39M	Buy	86,497 +29,391	+51%	+$474K	0.43%	30
2023 Q4	$937K	Buy	57,106 +34,038	+148%	+$529K	0.34%	31
2023 Q3	$352K	Buy	23,068 +7,321	+46%	+$115K	0.15%	52
2023 Q2	$251K	Buy	15,747 +179	+1%	+$2.88K	0.12%	62
2023 Q1	$253K	Buy	15,568 +166	+1%	+$2.67K	0.15%	48
2022 Q4	$243K	Buy	+15,402	New	+$241K	0.17%	49

Other funds holding BSCV

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

CICC

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

KMC

Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

RSC

Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return

WIM

Waycross Investment Management Bellingham, Washington $131M AUM 16.58% 1-Year Est. Return

BWM

BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

LWA

Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

IWC

Infinity Wealth Counsel Loveland, Ohio $124M AUM 13.55% 1-Year Est. Return

Clark Asset Management's BSCV Position: Q2 2026 in Review

Clark Asset Management increased its Invesco BulletShares 2031 Corporate Bond ETF (BSCV) stake by 18% in Q2 2026, buying an estimated $2.87M and bringing the position to 1,149,628 shares worth $18.8M. The position accounts for 1.48% of the portfolio, ranked #18.

Clark Asset Management first reported a position in BSCV in Q4 2022 and has held it in 15 quarters since. 40 funds tracked by Wall St. Rank hold BSCV as of Q2 2026.

Clark Asset Management held 1,149,628 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $18.8M as of Q2 2026.
Clark Asset Management bought 174,678 Invesco BulletShares 2031 Corporate Bond ETF shares in Q2 2026, an estimated $2.87M.
Invesco BulletShares 2031 Corporate Bond ETF made up 1.48% of Clark Asset Management's portfolio in Q2 2026, its #18 holding.
Clark Asset Management first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
40 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q2 2026.

Based on Clark Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.