Envestnet Asset Management’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History

Envestnet Asset Management’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	$12.3M	Buy	750,708 +126,966	+20%	+$2.09M	﹤0.01%	1791
2026 Q1	$10.3M	Buy	623,742 +145,644	+30%	+$2.42M	﹤0.01%	1810
2025 Q4	$7.98M	Buy	478,098 +43,553	+10%	+$728K	﹤0.01%	1850
2025 Q3	$7.25M	Buy	434,545 +69,314	+19%	+$1.15M	﹤0.01%	1981
2025 Q2	$6.04M	Buy	365,231 +31,586	+9%	+$514K	﹤0.01%	2065
2025 Q1	$5.44M	Buy	333,645 +95,774	+40%	+$1.55M	﹤0.01%	2066
2024 Q4	$3.82M	Buy	237,871 +142,981	+151%	+$2.33M	﹤0.01%	2288
2024 Q3	$1.58M	Buy	94,890 +14,036	+17%	+$231K	﹤0.01%	2833
2024 Q2	$1.29M	Buy	80,854 +17,055	+27%	+$271K	﹤0.01%	2866
2024 Q1	$1.03M	Buy	63,799 +8,058	+14%	+$130K	﹤0.01%	3008
2023 Q4	$915K	Buy	55,741 +13,278	+31%	+$206K	﹤0.01%	2997
2023 Q3	$648K	Buy	+42,463	New	+$667K	﹤0.01%	3103

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

Envestnet Asset Management's BSCV Position: Q2 2026 in Review

Envestnet Asset Management increased its Invesco BulletShares 2031 Corporate Bond ETF (BSCV) stake by 20% in Q2 2026, buying an estimated $2.09M and bringing the position to 750,708 shares worth $12.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1791.

Envestnet Asset Management first reported a position in BSCV in Q3 2023 and has held it in 12 quarters since. 220 funds tracked by Wall St. Rank hold BSCV as of Q2 2026.

Envestnet Asset Management held 750,708 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $12.3M as of Q2 2026.
Envestnet Asset Management bought 126,966 Invesco BulletShares 2031 Corporate Bond ETF shares in Q2 2026, an estimated $2.09M.
Invesco BulletShares 2031 Corporate Bond ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1791 holding.
Envestnet Asset Management first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
220 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.