Ledgewood Wealth Advisors’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History

Ledgewood Wealth Advisors’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	$4.17M	Buy	254,286 +9,638	+4%	+$159K	2.21%	16
2026 Q1	$4.03M	Buy	244,648 +18,296	+8%	+$305K	2.27%	17
2025 Q4	$3.78M	Buy	226,352 +91,681	+68%	+$1.53M	2.18%	18
2025 Q3	$2.25M	Buy	134,671 +45,140	+50%	+$749K	1.33%	20
2025 Q2	$1.48M	Buy	89,531 +860	+1%	+$14K	0.93%	23
2025 Q1	$1.45M	Buy	88,671 +51,408	+138%	+$831K	0.93%	23
2024 Q4	$598K	Buy	37,263 +21,022	+129%	+$342K	0.39%	37
2024 Q3	$271K	Buy	+16,241	New	+$267K	0.18%	55

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

CAM

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

KMC

Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

RSC

Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return

WIM

Waycross Investment Management Bellingham, Washington $131M AUM 16.58% 1-Year Est. Return

BWM

BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

IWC

Infinity Wealth Counsel Loveland, Ohio $124M AUM 13.55% 1-Year Est. Return

Ledgewood Wealth Advisors's BSCV Position: Q2 2026 in Review

Ledgewood Wealth Advisors increased its Invesco BulletShares 2031 Corporate Bond ETF (BSCV) stake by 3.9% in Q2 2026, buying an estimated $159K and bringing the position to 254,286 shares worth $4.17M. The position accounts for 2.21% of the portfolio, ranked #16.

Ledgewood Wealth Advisors first reported a position in BSCV in Q3 2024 and has held it in 8 quarters since. 40 funds tracked by Wall St. Rank hold BSCV as of Q2 2026.

Ledgewood Wealth Advisors held 254,286 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $4.17M as of Q2 2026.
Ledgewood Wealth Advisors bought 9,638 Invesco BulletShares 2031 Corporate Bond ETF shares in Q2 2026, an estimated $159K.
Invesco BulletShares 2031 Corporate Bond ETF made up 2.21% of Ledgewood Wealth Advisors's portfolio in Q2 2026, its #16 holding.
Ledgewood Wealth Advisors first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
40 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q2 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.