Marietta Wealth Management’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History

Marietta Wealth 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	$7.8M	Buy	476,339 +24,411	+5%	+$402K	0.8%	50
2026 Q1	$7.44M	Buy	451,928 +25,465	+6%	+$424K	0.88%	49
2025 Q4	$7.12M	Buy	426,463 +19,823	+5%	+$331K	0.82%	50
2025 Q3	$6.78M	Buy	406,640 +17,015	+4%	+$282K	0.83%	49
2025 Q2	$6.44M	Buy	389,625 +5,994	+2%	+$97.6K	0.84%	48
2025 Q1	$6.26M	Buy	383,631 +15,171	+4%	+$245K	0.92%	48
2024 Q4	$5.91M	Buy	368,460 +11,636	+3%	+$190K	0.85%	49
2024 Q3	$5.95M	Buy	+356,824	New	+$5.86M	0.86%	51

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

Marietta Wealth Management's BSCV Position: Q2 2026 in Review

Marietta Wealth Management increased its Invesco BulletShares 2031 Corporate Bond ETF (BSCV) stake by 5.4% in Q2 2026, buying an estimated $402K and bringing the position to 476,339 shares worth $7.8M. The position accounts for 0.8% of the portfolio, ranked #50.

Marietta Wealth Management first reported a position in BSCV in Q3 2024 and has held it in 8 quarters since. 221 funds tracked by Wall St. Rank hold BSCV as of Q2 2026.

Marietta Wealth Management held 476,339 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $7.8M as of Q2 2026.
Marietta Wealth Management bought 24,411 Invesco BulletShares 2031 Corporate Bond ETF shares in Q2 2026, an estimated $402K.
Invesco BulletShares 2031 Corporate Bond ETF made up 0.8% of Marietta Wealth Management's portfolio in Q2 2026, its #50 holding.
Marietta Wealth Management first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
221 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q2 2026.

Based on Marietta Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.