KMC
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Kirr Marbach & Co’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History

Kirr Marbach & Co’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 		$8M Sell
488,157
-3,153
-0.6% -$51.9K 1.35% 29
2026
Q1 		$8.09M Buy
491,310
+24,351
+5% +$405K 1.47% 28
2025
Q4 		$7.8M Buy
+466,959
New +$7.8M 1.49% 26

Other funds holding BSCV

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
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
HC
Headland Capital Mt. Pleasant, South Carolina $406M AUM 18.45% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
CP
Cornerstone Planning Charlotte, North Carolina $432M AUM
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

Kirr Marbach & Co's BSCV Position: Q2 2026 in Review

Kirr Marbach & Co reduced its Invesco BulletShares 2031 Corporate Bond ETF (BSCV) stake by 0.64% in Q2 2026, selling an estimated $51.9K and leaving 488,157 shares worth $8M. The position accounts for 1.35% of the portfolio, ranked #29.

Kirr Marbach & Co first reported a position in BSCV in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.09M in Q1 2026. 106 funds tracked by Wall St. Rank hold BSCV as of Q2 2026.

  • Kirr Marbach & Co held 488,157 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $8M as of Q2 2026.
  • Kirr Marbach & Co sold 3,153 Invesco BulletShares 2031 Corporate Bond ETF shares in Q2 2026, an estimated $51.9K.
  • Invesco BulletShares 2031 Corporate Bond ETF made up 1.35% of Kirr Marbach & Co's portfolio in Q2 2026, its #29 holding.
  • Kirr Marbach & Co first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Kirr Marbach & Co's Invesco BulletShares 2031 Corporate Bond ETF position peaked at $8.09M in Q1 2026.
  • 106 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q2 2026.

Based on Kirr Marbach & Co's 13F filing for Q2 2026, filed 14 Jul 2026.