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

Concurrent Investment 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	$664K	Buy	+40,503	New	+$666K	0.01%	1237
2026 Q1	–	Sell	-13,146	Closed	-$219K	–	1943
2025 Q4	$219K	Buy	+13,146	New	+$220K	﹤0.01%	1589

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 $3.79B AUM 15.36% 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

Concurrent Investment Advisors's BSCV Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in Invesco BulletShares 2031 Corporate Bond ETF (BSCV) in Q2 2026: 40,503 shares worth $664K. The stake represents 0.01% of the portfolio and ranks #1237 among its holdings. This is a return to the name: Concurrent Investment Advisors previously reported a position in BSCV as recently as Q4 2025.

Concurrent Investment Advisors first reported a position in BSCV in Q4 2025 and has held it in 2 quarters since. 222 funds tracked by Wall St. Rank hold BSCV as of Q2 2026.

Concurrent Investment Advisors held 40,503 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $664K as of Q2 2026.
Invesco BulletShares 2031 Corporate Bond ETF was a new Concurrent Investment Advisors position in Q2 2026.
Invesco BulletShares 2031 Corporate Bond ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1237 holding.
Concurrent Investment Advisors first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
222 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.