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

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

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. 221 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.
221 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.