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 Q2	$986K	Buy	60,188 +20,728	+53%	+$341K	﹤0.01%	1343
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 $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

Integrated Wealth Concepts's BSCV Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Invesco BulletShares 2031 Corporate Bond ETF (BSCV) stake by 53% in Q2 2026, buying an estimated $341K and bringing the position to 60,188 shares worth $986K. The position accounts for ﹤0.01% of the portfolio, ranked #1343.

Integrated Wealth Concepts first reported a position in BSCV in Q4 2023 and has held it in 11 quarters since. 220 funds tracked by Wall St. Rank hold BSCV as of Q2 2026.

Integrated Wealth Concepts held 60,188 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $986K as of Q2 2026.
Integrated Wealth Concepts bought 20,728 Invesco BulletShares 2031 Corporate Bond ETF shares in Q2 2026, an estimated $341K.
Invesco BulletShares 2031 Corporate Bond ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1343 holding.
Integrated Wealth Concepts first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
220 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.