Exchange Capital Management’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History

Exchange Capital 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
2025 Q2	$3.12M	Sell	188,958 -5,022	-3%	-$81.8K	0.47%	65
2025 Q1	$3.16M	Sell	193,980 -1,380	-0.7%	-$22.3K	0.51%	62
2024 Q4	$3.14M	Sell	195,360 -3,416	-2%	-$55.7K	0.5%	61
2024 Q3	$3.31M	Buy	198,776 +24,463	+14%	+$402K	0.53%	61
2024 Q2	$2.78M	Buy	174,313 +29,934	+21%	+$476K	0.45%	69
2024 Q1	$2.33M	Buy	144,379 +47,753	+49%	+$770K	0.38%	81
2023 Q4	$1.59M	Buy	+96,626	New	+$1.5M	0.28%	93

Other funds holding BSCV

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

Raymond James Financial

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

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

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

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return