Janney Montgomery Scott

Janney Montgomery Scott’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History

Janney Montgomery Scott’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	$16.4M	Buy	994,524 +295,134	+42%	+$4.91M	0.04%	410
2025 Q4	$11.7M	Buy	699,390 +51,889	+8%	+$867K	0.03%	555
2025 Q3	$10.8M	Buy	647,501 +57,725	+10%	+$958K	0.03%	584
2025 Q2	$9.75M	Buy	589,776 +60,413	+11%	+$984K	0.03%	578
2025 Q1	$8.63M	Buy	529,363 +281,027	+113%	+$4.54M	0.02%	581
2024 Q4	$3.99M	Buy	248,336 +9,254	+4%	+$151K	0.01%	859
2024 Q3	$3.99M	Buy	239,082 +11,656	+5%	+$191K	0.01%	834
2024 Q2	$3.63M	Buy	227,426 +17,035	+8%	+$271K	0.01%	835
2024 Q1	$3.39M	Buy	210,391 +13,548	+7%	+$218K	0.01%	912
2023 Q4	$3.23M	Buy	+196,843	New	+$3.06M	0.01%	903

Other funds holding BSCV

Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return

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

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return