Higgins & Schmidt Wealth Strategies’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History

Higgins & Schmidt Wealth Strategies’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
2024 Q4	–	Sell	-53,005	Closed	-$884K	–	53
2024 Q3	$884K	Buy	53,005 +1,802	+4%	+$29.6K	0.57%	20
2024 Q2	$817K	Buy	51,203 +5,148	+11%	+$81.9K	0.59%	22
2024 Q1	$742K	Buy	46,055 +2,196	+5%	+$35.4K	0.55%	23
2023 Q4	$720K	Buy	+43,859	New	+$682K	0.58%	19

Other funds holding BSCV

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

CICC

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

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

Higgins & Schmidt Wealth Strategies's BSCV Position: Q4 2024 in Review

Higgins & Schmidt Wealth Strategies sold out of Invesco BulletShares 2031 Corporate Bond ETF (BSCV) in Q4 2024, closing a stake of 53,005 shares — an estimated $884K sold.

Higgins & Schmidt Wealth Strategies first reported a position in BSCV in Q4 2023 and held it in 4 quarters. The position peaked at $884K in Q3 2024. 138 funds tracked by Wall St. Rank hold BSCV as of Q4 2024.

Higgins & Schmidt Wealth Strategies reported no remaining Invesco BulletShares 2031 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Higgins & Schmidt Wealth Strategies sold 53,005 Invesco BulletShares 2031 Corporate Bond ETF shares in Q4 2024, an estimated $884K.
Higgins & Schmidt Wealth Strategies first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q4 2023 and held it in 4 quarters.
Higgins & Schmidt Wealth Strategies's Invesco BulletShares 2031 Corporate Bond ETF position peaked at $884K in Q3 2024.
138 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q4 2024.

Based on Higgins & Schmidt Wealth Strategies's 13F filing for Q4 2024, filed 25 Mar 2025.