KAS
BSCV icon

Kestra Advisory Services’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History

Kestra Advisory Services’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 		$2M Buy
121,226
+2,035
+2% +$33.9K 0.01% 1306
2025
Q4 		$1.99M Buy
119,191
+22,231
+23% +$372K 0.01% 1207
2025
Q3 		$1.62M Sell
96,960
-1,574
-2% -$26.1K 0.01% 1279
2025
Q2 		$1.63M Buy
98,534
+2,276
+2% +$37.1K 0.01% 1187
2025
Q1 		$1.57M Buy
96,258
+7,121
+8% +$115K 0.01% 1107
2024
Q4 		$1.43M Sell
89,137
-285,529
-76% -$4.65M 0.01% 1190
2024
Q3 		$6.25M Buy
374,666
+32,838
+10% +$539K 0.03% 521
2024
Q2 		$5.45M Buy
341,828
+266,026
+351% +$4.23M 0.03% 559
2024
Q1 		$1.22M Buy
75,802
+6,403
+9% +$103K 0.01% 1124
2023
Q4 		$1.14M Buy
+69,399
New +$1.08M 0.01% 1053

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