EI
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Ellevest Inc’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History

Ellevest Inc’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 		$1.9M Sell
115,611
-249
-0.2% -$4.15K 0.26% 49
2025
Q4 		$1.93M Buy
115,860
+11,047
+11% +$185K 0.27% 50
2025
Q3 		$1.75M Buy
104,813
+3,970
+4% +$65.9K 0.25% 56
2025
Q2 		$1.67M Buy
100,843
+1,987
+2% +$32.3K 0.27% 51
2025
Q1 		$1.61M Buy
98,856
+7,701
+8% +$125K 0.11% 62
2024
Q4 		$1.46M Buy
91,155
+6,311
+7% +$103K 0.08% 76
2024
Q3 		$1.41M Buy
84,844
+18,414
+28% +$302K 0.08% 76
2024
Q2 		$1.06M Buy
66,430
+7,961
+14% +$127K 0.06% 93
2024
Q1 		$943K Buy
58,469
+10,236
+21% +$165K 0.06% 105
2023
Q4 		$792K Buy
48,233
+15,134
+46% +$235K 0.05% 112
2023
Q3 		$505K Buy
33,099
+7,685
+30% +$121K 0.04% 145
2023
Q2 		$406K Buy
25,414
+400
+2% +$6.44K 0.03% 202
2023
Q1 		$406K Sell
25,014
-2,210
-8% -$35.6K 0.03% 178
2022
Q4 		$429K Buy
27,224
+321
+1% +$5.03K 0.04% 157
2022
Q3 		$413K Sell
26,903
-582
-2% -$9.56K 0.04% 120
2022
Q2 		$450K Sell
27,485
-871
-3% -$14.6K 0.04% 115
2022
Q1 		$507K Sell
28,356
-529
-2% -$9.81K 0.04% 118
2021
Q4 		$566K Buy
+28,885
New +$566K 0.05% 91

Other funds holding BSCV

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
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
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ellevest Inc's BSCV Position: Q1 2026 in Review

Ellevest Inc reduced its Invesco BulletShares 2031 Corporate Bond ETF (BSCV) stake by 0.21% in Q1 2026, selling an estimated $4.15K and leaving 115,611 shares worth $1.9M. The position accounts for 0.26% of the portfolio, ranked #49.

Ellevest Inc first reported a position in BSCV in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.93M in Q4 2025. 213 funds tracked by Wall St. Rank hold BSCV as of Q1 2026.

  • Ellevest Inc held 115,611 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $1.9M as of Q1 2026.
  • Ellevest Inc sold 249 Invesco BulletShares 2031 Corporate Bond ETF shares in Q1 2026, an estimated $4.15K.
  • Invesco BulletShares 2031 Corporate Bond ETF made up 0.26% of Ellevest Inc's portfolio in Q1 2026, its #49 holding.
  • Ellevest Inc first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Ellevest Inc's Invesco BulletShares 2031 Corporate Bond ETF position peaked at $1.93M in Q4 2025.
  • 213 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q1 2026.

Based on Ellevest Inc's 13F filing for Q1 2026, filed 11 May 2026.