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Laurel Wealth Advisors (North Carolina)’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		– Sell
-3,000
Closed -$50.1K – 257
2025
Q4 		$50.1K Buy
+3,000
New +$50.1K 0.01% 324

Other funds holding BSCV

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B 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 $377B 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 $1.29B AUM 17.41% 1-Year Est. Return
Invesco
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

Laurel Wealth Advisors (North Carolina)'s BSCV Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Invesco BulletShares 2031 Corporate Bond ETF (BSCV) in Q1 2026, closing a stake of 3,000 shares — an estimated $50.1K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in BSCV in Q4 2025 and held it in 1 quarter. The position peaked at $50.1K in Q4 2025. 213 funds tracked by Wall St. Rank hold BSCV as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Invesco BulletShares 2031 Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 3,000 Invesco BulletShares 2031 Corporate Bond ETF shares in Q1 2026, an estimated $50.1K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q4 2025 and held it in 1 quarter.
  • Laurel Wealth Advisors (North Carolina)'s Invesco BulletShares 2031 Corporate Bond ETF position peaked at $50.1K in Q4 2025.
  • 213 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.