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Innova Wealth Partners’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History

Innova Wealth 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
2024
Q4 		– Sell
-34,990
Closed -$583K – 99
2024
Q3 		$583K Buy
+34,990
New +$575K 0.48% 44

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AWM
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Wells Fargo
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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

Innova Wealth Partners's BSCV Position: Q4 2024 in Review

Innova Wealth Partners sold out of Invesco BulletShares 2031 Corporate Bond ETF (BSCV) in Q4 2024, closing a stake of 34,990 shares — an estimated $583K sold.

Innova Wealth Partners first reported a position in BSCV in Q3 2024 and held it in 1 quarter. The position peaked at $583K in Q3 2024. 138 funds tracked by Wall St. Rank hold BSCV as of Q4 2024.

  • Innova Wealth Partners reported no remaining Invesco BulletShares 2031 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Innova Wealth Partners sold 34,990 Invesco BulletShares 2031 Corporate Bond ETF shares in Q4 2024, an estimated $583K.
  • Innova Wealth Partners first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q3 2024 and held it in 1 quarter.
  • Innova Wealth Partners's Invesco BulletShares 2031 Corporate Bond ETF position peaked at $583K in Q3 2024.
  • 138 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q4 2024.

Based on Innova Wealth Partners's 13F filing for Q4 2024, filed 8 Jan 2025.