Coordinated Financial Services’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History

Coordinated Financial Services’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	$701K	Sell	42,592 -1,852	-4%	-$30.8K	0.4%	75
2025 Q4	$742K	Buy	44,444 +3,280	+8%	+$54.8K	0.43%	73
2025 Q3	$687K	Buy	41,164 +3,191	+8%	+$53K	0.44%	71
2025 Q2	$628K	Buy	37,973 +4,297	+13%	+$70K	0.43%	67
2025 Q1	$549K	Buy	33,676 +3,879	+13%	+$62.7K	0.42%	73
2024 Q4	$478K	Buy	+29,797	New	+$485K	0.37%	79
2024 Q2	$398K	Buy	24,945 +6,654	+36%	+$106K	0.34%	84
2024 Q1	$295K	Buy	+18,291	New	+$295K	0.26%	93

Other funds holding BSCV

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $2.07B AUM 13.46% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Coordinated Financial Services's BSCV Position: Q1 2026 in Review

Coordinated Financial Services reduced its Invesco BulletShares 2031 Corporate Bond ETF (BSCV) stake by 4.2% in Q1 2026, selling an estimated $30.8K and leaving 42,592 shares worth $701K. The position accounts for 0.4% of the portfolio, ranked #75.

Coordinated Financial Services first reported a position in BSCV in Q1 2024 and has held it in 8 quarters since. The position peaked at $742K in Q4 2025. 213 funds tracked by Wall St. Rank hold BSCV as of Q1 2026.

Coordinated Financial Services held 42,592 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $701K as of Q1 2026.
Coordinated Financial Services sold 1,852 Invesco BulletShares 2031 Corporate Bond ETF shares in Q1 2026, an estimated $30.8K.
Invesco BulletShares 2031 Corporate Bond ETF made up 0.4% of Coordinated Financial Services's portfolio in Q1 2026, its #75 holding.
Coordinated Financial Services first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q1 2024 and has held it in 8 quarters since.
Coordinated Financial Services's Invesco BulletShares 2031 Corporate Bond ETF position peaked at $742K in Q4 2025.
213 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.