MWM
BSCV icon

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

Mindset 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
Q1 		$187K Hold
11,370
– – 0.05% 172
2025
Q4 		$190K Sell
11,370
-100
-0.9% -$1.67K 0.05% 177
2025
Q3 		$191K Hold
11,470
– – 0.05% 170
2025
Q2 		$190K Buy
+11,470
New +$187K 0.06% 144

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

Mindset Wealth Management's BSCV Position: Q1 2026 in Review

Mindset Wealth Management held its Invesco BulletShares 2031 Corporate Bond ETF (BSCV) position steady in Q1 2026 at 11,370 shares worth $187K. The position accounts for 0.05% of the portfolio, ranked #172.

Mindset Wealth Management first reported a position in BSCV in Q2 2025 and has held it in 4 quarters since. The position peaked at $191K in Q3 2025. 213 funds tracked by Wall St. Rank hold BSCV as of Q1 2026.

  • Mindset Wealth Management held 11,370 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $187K as of Q1 2026.
  • Mindset Wealth Management left its Invesco BulletShares 2031 Corporate Bond ETF share count unchanged in Q1 2026.
  • Invesco BulletShares 2031 Corporate Bond ETF made up 0.05% of Mindset Wealth Management's portfolio in Q1 2026, its #172 holding.
  • Mindset Wealth Management first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Mindset Wealth Management's Invesco BulletShares 2031 Corporate Bond ETF position peaked at $191K in Q3 2025.
  • 213 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.