Independent Advisor Alliance’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History

Independent Advisor Alliance’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	–	Sell	-469,311	Closed	-$7.72M	–	1096
2026 Q1	$7.72M	Buy	+469,311	New	+$7.81M	0.08%	221
2025 Q1	–	Sell	-33,449	Closed	-$537K	–	859
2024 Q4	$537K	Buy	+33,449	New	+$545K	0.01%	943

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

Independent Advisor Alliance's BSCV Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Invesco BulletShares 2031 Corporate Bond ETF (BSCV) in Q2 2026, closing a stake of 469,311 shares — an estimated $7.72M sold.

Independent Advisor Alliance first reported a position in BSCV in Q4 2024 and held it in 2 quarters. The position peaked at $7.72M in Q1 2026. 220 funds tracked by Wall St. Rank hold BSCV as of Q2 2026.

Independent Advisor Alliance reported no remaining Invesco BulletShares 2031 Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 469,311 Invesco BulletShares 2031 Corporate Bond ETF shares in Q2 2026, an estimated $7.72M.
Independent Advisor Alliance first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q4 2024 and held it in 2 quarters.
Independent Advisor Alliance's Invesco BulletShares 2031 Corporate Bond ETF position peaked at $7.72M in Q1 2026.
220 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.