MWM
BSCV icon

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

Modern 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 		$8.51M Sell
516,916
-20,384
-4% -$339K 0.15% 150
2025
Q4 		$8.97M Buy
537,300
+15,061
+3% +$252K 0.16% 137
2025
Q3 		$8.71M Buy
522,239
+3,818
+0.7% +$63.4K 0.17% 132
2025
Q2 		$8.57M Buy
+518,421
New +$8.44M 0.21% 108

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

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

Modern Wealth Management reduced its Invesco BulletShares 2031 Corporate Bond ETF (BSCV) stake by 3.8% in Q1 2026, selling an estimated $339K and leaving 516,916 shares worth $8.51M. The position accounts for 0.15% of the portfolio, ranked #150.

Modern Wealth Management first reported a position in BSCV in Q2 2025 and has held it in 4 quarters since. The position peaked at $8.97M in Q4 2025. 213 funds tracked by Wall St. Rank hold BSCV as of Q1 2026.

  • Modern Wealth Management held 516,916 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $8.51M as of Q1 2026.
  • Modern Wealth Management sold 20,384 Invesco BulletShares 2031 Corporate Bond ETF shares in Q1 2026, an estimated $339K.
  • Invesco BulletShares 2031 Corporate Bond ETF made up 0.15% of Modern Wealth Management's portfolio in Q1 2026, its #150 holding.
  • Modern Wealth Management first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Modern Wealth Management's Invesco BulletShares 2031 Corporate Bond ETF position peaked at $8.97M in Q4 2025.
  • 213 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.