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Foundations Investment Advisors’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History

Foundations Investment Advisors’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
Q3 		– Sell
-39,935
Closed -$660K – 1046
2025
Q2 		$660K Buy
+39,935
New +$650K 0.01% 520

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Foundations Investment Advisors's BSCV Position: Q3 2025 in Review

Foundations Investment Advisors sold out of Invesco BulletShares 2031 Corporate Bond ETF (BSCV) in Q3 2025, closing a stake of 39,935 shares — an estimated $660K sold.

Foundations Investment Advisors first reported a position in BSCV in Q2 2025 and held it in 1 quarter. The position peaked at $660K in Q2 2025. 162 funds tracked by Wall St. Rank hold BSCV as of Q3 2025.

  • Foundations Investment Advisors reported no remaining Invesco BulletShares 2031 Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Foundations Investment Advisors sold 39,935 Invesco BulletShares 2031 Corporate Bond ETF shares in Q3 2025, an estimated $660K.
  • Foundations Investment Advisors first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q2 2025 and held it in 1 quarter.
  • Foundations Investment Advisors's Invesco BulletShares 2031 Corporate Bond ETF position peaked at $660K in Q2 2025.
  • 162 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q3 2025.

Based on Foundations Investment Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.