MAI Capital Management’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History

MAI Capital Management’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	$16M	Buy	974,092 +74,971	+8%	+$1.23M	0.06%	251
2026 Q1	$14.8M	Buy	899,121 +66,965	+8%	+$1.11M	0.08%	211
2025 Q4	$13.9M	Buy	832,156 +180,100	+28%	+$3.01M	0.08%	214
2025 Q3	$10.9M	Buy	652,056 +285,551	+78%	+$4.74M	0.07%	239
2025 Q2	$6.06M	Buy	366,505 +56,147	+18%	+$914K	0.04%	308
2025 Q1	$5.06M	Buy	310,358 +54,014	+21%	+$874K	0.04%	322
2024 Q4	$4.11M	Buy	+256,344	New	+$4.18M	0.03%	353

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

LPL Financial San Diego, California $445B AUM 25.58% 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

MAI Capital Management's BSCV Position: Q2 2026 in Review

MAI Capital Management increased its Invesco BulletShares 2031 Corporate Bond ETF (BSCV) stake by 8.3% in Q2 2026, buying an estimated $1.23M and bringing the position to 974,092 shares worth $16M. The position accounts for 0.06% of the portfolio, ranked #251.

MAI Capital Management first reported a position in BSCV in Q4 2024 and has held it in 7 quarters since. 221 funds tracked by Wall St. Rank hold BSCV as of Q2 2026.

MAI Capital Management held 974,092 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $16M as of Q2 2026.
MAI Capital Management bought 74,971 Invesco BulletShares 2031 Corporate Bond ETF shares in Q2 2026, an estimated $1.23M.
Invesco BulletShares 2031 Corporate Bond ETF made up 0.06% of MAI Capital Management's portfolio in Q2 2026, its #251 holding.
MAI Capital Management first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
221 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.