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Gladstone Institutional Advisory’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History

Gladstone Institutional Advisory’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 		$262K Buy
15,961
+3,448
+28% +$56.7K 0.01% 783
2026
Q1 		$206K Sell
12,513
-2,093
-14% -$34.8K 0.01% 794
2025
Q4 		$244K Buy
14,606
+165
+1% +$2.76K 0.01% 699
2025
Q3 		$241K Buy
14,441
+21
+0.1% +$349 0.01% 714
2025
Q2 		$238K Buy
14,420
+361
+3% +$5.88K 0.01% 661
2025
Q1 		$229K Sell
14,059
-742
-5% -$12K 0.01% 652
2024
Q4 		$238K Buy
14,801
+176
+1% +$2.87K 0.01% 638
2024
Q3 		$244K Buy
14,625
+3,723
+34% +$61.1K 0.01% 613
2024
Q2 		$174K Buy
+10,902
New +$173K 0.01% 633

Other funds holding BSCV

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
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return
WIM
Waycross Investment Management Bellingham, Washington $131M AUM 16.58% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Gladstone Institutional Advisory's BSCV Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Invesco BulletShares 2031 Corporate Bond ETF (BSCV) stake by 28% in Q2 2026, buying an estimated $56.7K and bringing the position to 15,961 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #783.

Gladstone Institutional Advisory first reported a position in BSCV in Q2 2024 and has held it in 9 quarters since. 80 funds tracked by Wall St. Rank hold BSCV as of Q2 2026.

  • Gladstone Institutional Advisory held 15,961 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $262K as of Q2 2026.
  • Gladstone Institutional Advisory bought 3,448 Invesco BulletShares 2031 Corporate Bond ETF shares in Q2 2026, an estimated $56.7K.
  • Invesco BulletShares 2031 Corporate Bond ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #783 holding.
  • Gladstone Institutional Advisory first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • 80 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.