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Householder Group Estate & Retirement Specialist’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History

Householder Group Estate & Retirement Specialist’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
-367
Closed -$6K – 618
2024
Q3 		$6K Sell
367
-503
-58% -$8.26K ﹤0.01% 895
2024
Q2 		$13K Buy
870
+11
+1% +$175 ﹤0.01% 763
2024
Q1 		$13.9K Buy
859
+30
+4% +$484 ﹤0.01% 744
2023
Q4 		$13K Buy
829
+10
+1% +$155 ﹤0.01% 705
2023
Q3 		$12.5K Buy
+819
New +$12.9K ﹤0.01% 737
2023
Q1 		$13K Buy
+801
New +$12.9K 0.01% 731

Other funds holding BSCV

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
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

Householder Group Estate & Retirement Specialist's BSCV Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Invesco BulletShares 2031 Corporate Bond ETF (BSCV) in Q4 2024, closing a stake of 367 shares — an estimated $6K sold.

Householder Group Estate & Retirement Specialist first reported a position in BSCV in Q1 2023 and held it in 6 quarters. The position peaked at $13.9K in Q1 2024. 138 funds tracked by Wall St. Rank hold BSCV as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Invesco BulletShares 2031 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 367 Invesco BulletShares 2031 Corporate Bond ETF shares in Q4 2024, an estimated $6K.
  • Householder Group Estate & Retirement Specialist first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q1 2023 and held it in 6 quarters.
  • Householder Group Estate & Retirement Specialist's Invesco BulletShares 2031 Corporate Bond ETF position peaked at $13.9K in Q1 2024.
  • 138 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.