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HUB Investment Partners’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History

HUB Investment Partners’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
Q1 		$7.14M Sell
433,577
-562,438
-56% -$9.36M 0.17% 119
2025
Q4 		$16.6M Buy
996,015
+870,807
+695% +$14.6M 0.45% 44
2025
Q3 		$2.09M Buy
125,208
+3,672
+3% +$60.9K 0.08% 190
2025
Q2 		$2.01M Buy
121,536
+5,314
+5% +$86.5K 0.07% 185
2025
Q1 		$1.9M Buy
116,222
+38,576
+50% +$624K 0.08% 167
2024
Q4 		$1.25M Buy
77,646
+7,427
+11% +$121K 0.05% 190
2024
Q3 		$1.17M Buy
70,219
+16,205
+30% +$266K 0.05% 190
2024
Q2 		$862K Buy
54,014
+27,989
+108% +$445K 0.04% 201
2024
Q1 		$420K Buy
+26,025
New +$420K 0.02% 308

Other funds holding BSCV

ACA
Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return