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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
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

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Milestones Private Investment Advisors's BSCV Position: Q1 2026 in Review

Milestones Private Investment Advisors reduced its Invesco BulletShares 2031 Corporate Bond ETF (BSCV) stake by 12% in Q1 2026, selling an estimated $52K and leaving 22,954 shares worth $378K. The position accounts for 0.33% of the portfolio, ranked #56.

Milestones Private Investment Advisors first reported a position in BSCV in Q2 2025 and has held it in 4 quarters since. The position peaked at $435K in Q4 2025. 213 funds tracked by Wall St. Rank hold BSCV as of Q1 2026.

  • Milestones Private Investment Advisors held 22,954 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $378K as of Q1 2026.
  • Milestones Private Investment Advisors sold 3,126 Invesco BulletShares 2031 Corporate Bond ETF shares in Q1 2026, an estimated $52K.
  • Invesco BulletShares 2031 Corporate Bond ETF made up 0.33% of Milestones Private Investment Advisors's portfolio in Q1 2026, its #56 holding.
  • Milestones Private Investment Advisors first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Milestones Private Investment Advisors's Invesco BulletShares 2031 Corporate Bond ETF position peaked at $435K in Q4 2025.
  • 213 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q1 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q1 2026, filed 4 May 2026.