LPL Financial’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History

LPL Financial’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	$57.5M	Buy	3,510,216 +902,346	+35%	+$14.8M	0.01%	939
2026 Q1	$42.9M	Sell	2,607,870 -1,075,485	-29%	-$17.9M	0.01%	988
2025 Q4	$61.5M	Buy	3,683,355 +149,128	+4%	+$2.49M	0.02%	777
2025 Q3	$59M	Buy	3,534,227 +936,762	+36%	+$15.5M	0.02%	768
2025 Q2	$42.9M	Buy	2,597,465 +766,031	+42%	+$12.5M	0.01%	845
2025 Q1	$29.9M	Buy	1,831,434 +232,049	+15%	+$3.75M	0.01%	925
2024 Q4	$25.7M	Buy	1,599,385 +165,711	+12%	+$2.7M	0.01%	948
2024 Q3	$23.9M	Buy	1,433,674 +287,718	+25%	+$4.73M	0.01%	953
2024 Q2	$18.3M	Buy	1,145,956 +46,737	+4%	+$743K	0.01%	1010
2024 Q1	$17.7M	Buy	1,099,219 +743,604	+209%	+$12M	0.01%	994
2023 Q4	$5.84M	Buy	355,615 +236,181	+198%	+$3.67M	﹤0.01%	1583
2023 Q3	$1.82M	Buy	119,434 +40,745	+52%	+$640K	﹤0.01%	2377
2023 Q2	$1.26M	Buy	78,689 +38,252	+95%	+$616K	﹤0.01%	2655
2023 Q1	$657K	Buy	40,437 +28,437	+237%	+$458K	﹤0.01%	3120
2022 Q4	$189K	Buy	+12,000	New	+$188K	﹤0.01%	4009

Other funds holding BSCV

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial's BSCV Position: Q2 2026 in Review

LPL Financial increased its Invesco BulletShares 2031 Corporate Bond ETF (BSCV) stake by 35% in Q2 2026, buying an estimated $14.8M and bringing the position to 3,510,216 shares worth $57.5M. The position accounts for 0.01% of the portfolio, ranked #939.

LPL Financial first reported a position in BSCV in Q4 2022 and has held it in 15 quarters since. The position peaked at $61.5M in Q4 2025. 220 funds tracked by Wall St. Rank hold BSCV as of Q2 2026.

LPL Financial held 3,510,216 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $57.5M as of Q2 2026.
LPL Financial bought 902,346 Invesco BulletShares 2031 Corporate Bond ETF shares in Q2 2026, an estimated $14.8M.
Invesco BulletShares 2031 Corporate Bond ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #939 holding.
LPL Financial first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
LPL Financial's Invesco BulletShares 2031 Corporate Bond ETF position peaked at $61.5M in Q4 2025.
220 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.