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

Clearstead 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 Q2	$1.28M	Buy	77,859 +11,778	+18%	+$194K	0.01%	490
2026 Q1	$1.09M	Sell	66,081 -5,369	-8%	-$89.4K	0.01%	501
2025 Q4	$1.19M	Buy	71,450 +58,011	+432%	+$969K	0.02%	427
2025 Q3	$224K	Hold	13,439	–	–	﹤0.01%	855
2025 Q2	$222K	Buy	13,439 +531	+4%	+$8.64K	﹤0.01%	866
2025 Q1	$211K	Buy	+12,908	New	+$209K	﹤0.01%	820

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

Clearstead Advisors's BSCV Position: Q2 2026 in Review

Clearstead Advisors increased its Invesco BulletShares 2031 Corporate Bond ETF (BSCV) stake by 18% in Q2 2026, buying an estimated $194K and bringing the position to 77,859 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #490.

Clearstead Advisors first reported a position in BSCV in Q1 2025 and has held it in 6 quarters since. 220 funds tracked by Wall St. Rank hold BSCV as of Q2 2026.

Clearstead Advisors held 77,859 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $1.28M as of Q2 2026.
Clearstead Advisors bought 11,778 Invesco BulletShares 2031 Corporate Bond ETF shares in Q2 2026, an estimated $194K.
Invesco BulletShares 2031 Corporate Bond ETF made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #490 holding.
Clearstead Advisors first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
220 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.