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Cornerstone Planning’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History

Cornerstone Planning’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 		$9.61M Buy
586,699
+16,010
+3% +$263K 2.22% 10
2026
Q1 		$9.41M Buy
+570,689
New +$9.5M 2.12% 11

Other funds holding BSCV

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cornerstone Planning's BSCV Position: Q2 2026 in Review

Cornerstone Planning increased its Invesco BulletShares 2031 Corporate Bond ETF (BSCV) stake by 2.8% in Q2 2026, buying an estimated $263K and bringing the position to 586,699 shares worth $9.61M. The position accounts for 2.22% of the portfolio, ranked #10.

Cornerstone Planning first reported a position in BSCV in Q1 2026 and has held it in 2 quarters since. 219 funds tracked by Wall St. Rank hold BSCV as of Q2 2026.

  • Cornerstone Planning held 586,699 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $9.61M as of Q2 2026.
  • Cornerstone Planning bought 16,010 Invesco BulletShares 2031 Corporate Bond ETF shares in Q2 2026, an estimated $263K.
  • Invesco BulletShares 2031 Corporate Bond ETF made up 2.22% of Cornerstone Planning's portfolio in Q2 2026, its #10 holding.
  • Cornerstone Planning first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 219 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q2 2026.

Based on Cornerstone Planning's 13F filing for Q2 2026, filed 30 Jul 2026.