Geneos Wealth Management’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History

Geneos Wealth 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	$653K	Buy	39,850 +818	+2%	+$13.5K	0.01%	650
2026 Q1	$642K	Buy	39,032 +3,591	+10%	+$59.8K	0.01%	618
2025 Q4	$592K	Buy	35,441 +194	+0.6%	+$3.24K	0.01%	621
2025 Q3	$588K	Buy	35,247 +504	+1%	+$8.36K	0.01%	606
2025 Q2	$574K	Buy	34,743 +11,992	+53%	+$195K	0.01%	669
2025 Q1	$371K	Buy	22,751 +6,945	+44%	+$112K	0.01%	721
2024 Q4	$254K	Buy	15,806 +5,249	+50%	+$85.5K	0.01%	763
2024 Q3	$176K	Buy	+10,557	New	+$173K	0.01%	805

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

Geneos Wealth Management's BSCV Position: Q2 2026 in Review

Geneos Wealth Management increased its Invesco BulletShares 2031 Corporate Bond ETF (BSCV) stake by 2.1% in Q2 2026, buying an estimated $13.5K and bringing the position to 39,850 shares worth $653K. The position accounts for 0.01% of the portfolio, ranked #650.

Geneos Wealth Management first reported a position in BSCV in Q3 2024 and has held it in 8 quarters since. 222 funds tracked by Wall St. Rank hold BSCV as of Q2 2026.

Geneos Wealth Management held 39,850 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $653K as of Q2 2026.
Geneos Wealth Management bought 818 Invesco BulletShares 2031 Corporate Bond ETF shares in Q2 2026, an estimated $13.5K.
Invesco BulletShares 2031 Corporate Bond ETF made up 0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #650 holding.
Geneos Wealth Management first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
222 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.