BFC Planning, Inc.’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History

BFC Planning, 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 Q3	$5.09K	Hold	323	–	–	﹤0.01%	2673
2026 Q2	$5.29K	Hold	323	–	–	﹤0.01%	2656
2026 Q1	$5.32K	Hold	323	–	–	﹤0.01%	2290
2025 Q4	$5.39K	Hold	323	–	–	﹤0.01%	2326
2025 Q3	$5.39K	Buy	+323	New	+$5.36K	﹤0.01%	2169

Other funds holding BSCV

Aptus Capital Advisors Fairhope, Alabama $15.9B AUM 16.28% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Atlantic Union Bankshares Glen Allen, Virginia $6.11B AUM 17.62% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return

BFC Planning, Inc.'s BSCV Position: Q3 2026 in Review

BFC Planning, Inc. held its Invesco BulletShares 2031 Corporate Bond ETF (BSCV) position steady in Q3 2026 at 323 shares worth $5.09K. The position accounts for ﹤0.01% of the portfolio, ranked #2673.

BFC Planning, Inc. first reported a position in BSCV in Q3 2025 and has held it in 5 quarters since. The position peaked at $5.39K in Q4 2025. 222 funds tracked by Wall St. Rank hold BSCV as of Q3 2026.

BFC Planning, Inc. held 323 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $5.09K as of Q3 2026.
BFC Planning, Inc. left its Invesco BulletShares 2031 Corporate Bond ETF share count unchanged in Q3 2026.
Invesco BulletShares 2031 Corporate Bond ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #2673 holding.
BFC Planning, Inc. first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q3 2025 and has held it in 5 quarters since.
BFC Planning, Inc.'s Invesco BulletShares 2031 Corporate Bond ETF position peaked at $5.39K in Q4 2025.
222 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.