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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

CICC

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

Exchange Capital Management's BSCV Position: Q2 2025 in Review

Exchange Capital Management reduced its Invesco BulletShares 2031 Corporate Bond ETF (BSCV) stake by 2.6% in Q2 2025, selling an estimated $81.8K and leaving 188,958 shares worth $3.12M. The position accounts for 0.47% of the portfolio, ranked #65.

Exchange Capital Management first reported a position in BSCV in Q4 2023 and has held it in 7 quarters since. The position peaked at $3.31M in Q3 2024. 153 funds tracked by Wall St. Rank hold BSCV as of Q2 2025.

Exchange Capital Management held 188,958 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $3.12M as of Q2 2025.
Exchange Capital Management sold 5,022 Invesco BulletShares 2031 Corporate Bond ETF shares in Q2 2025, an estimated $81.8K.
Invesco BulletShares 2031 Corporate Bond ETF made up 0.47% of Exchange Capital Management's portfolio in Q2 2025, its #65 holding.
Exchange Capital Management first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q4 2023 and has held it in 7 quarters since.
Exchange Capital Management's Invesco BulletShares 2031 Corporate Bond ETF position peaked at $3.31M in Q3 2024.
153 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q2 2025.

Based on Exchange Capital Management's 13F filing for Q2 2025, filed 21 Jul 2025.