Milestones Private Investment Advisors’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History

Milestones Private Investment 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	$363K	Sell	22,129 -825	-4%	-$13.6K	0.29%	55
2026 Q1	$378K	Sell	22,954 -3,126	-12%	-$52K	0.33%	56
2025 Q4	$435K	Buy	26,080 +6,367	+32%	+$106K	0.3%	80
2025 Q3	$329K	Buy	19,713 +7,288	+59%	+$121K	0.22%	92
2025 Q2	$205K	Buy	+12,425	New	+$202K	0.15%	116

Other funds holding BSCV

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

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

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 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

Milestones Private Investment Advisors's BSCV Position: Q2 2026 in Review

Milestones Private Investment Advisors reduced its Invesco BulletShares 2031 Corporate Bond ETF (BSCV) stake by 3.6% in Q2 2026, selling an estimated $13.6K and leaving 22,129 shares worth $363K. The position accounts for 0.29% of the portfolio, ranked #55.

Milestones Private Investment Advisors first reported a position in BSCV in Q2 2025 and has held it in 5 quarters since. The position peaked at $435K in Q4 2025. 222 funds tracked by Wall St. Rank hold BSCV as of Q2 2026.

Milestones Private Investment Advisors held 22,129 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $363K as of Q2 2026.
Milestones Private Investment Advisors sold 825 Invesco BulletShares 2031 Corporate Bond ETF shares in Q2 2026, an estimated $13.6K.
Invesco BulletShares 2031 Corporate Bond ETF made up 0.29% of Milestones Private Investment Advisors's portfolio in Q2 2026, its #55 holding.
Milestones Private Investment Advisors first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
Milestones Private Investment Advisors's Invesco BulletShares 2031 Corporate Bond ETF position peaked at $435K in Q4 2025.
222 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q2 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.