IWC
BSCV icon

Integrated Wealth Concepts’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History

Integrated Wealth Concepts’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 		$650K Buy
39,460
+9,027
+30% +$150K 0.01% 1389
2025
Q4 		$508K Buy
30,433
+6,913
+29% +$116K 0.01% 1077
2025
Q3 		$392K Buy
23,520
+248
+1% +$4.12K ﹤0.01% 1478
2025
Q2 		$385K Buy
23,272
+255
+1% +$4.15K ﹤0.01% 1421
2025
Q1 		$375K Buy
23,017
+5,890
+34% +$95.3K ﹤0.01% 1283
2024
Q4 		$275K Hold
17,127
– – ﹤0.01% 1421
2024
Q3 		$286K Hold
17,127
– – ﹤0.01% 1374
2024
Q2 		$273K Sell
17,127
-1,710
-9% -$27.2K ﹤0.01% 1364
2024
Q1 		$304K Buy
18,837
+5,824
+45% +$93.9K ﹤0.01% 1315
2023
Q4 		$214K Buy
+13,013
New +$202K ﹤0.01% 1438

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