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 Q2	$9.01M	Buy	549,842 +32,926	+6%	+$542K	0.11%	196
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 $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 $3.79B 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

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

Modern Wealth Management increased its Invesco BulletShares 2031 Corporate Bond ETF (BSCV) stake by 6.4% in Q2 2026, buying an estimated $542K and bringing the position to 549,842 shares worth $9.01M. The position accounts for 0.11% of the portfolio, ranked #196.

Modern Wealth Management first reported a position in BSCV in Q2 2025 and has held it in 5 quarters since. 222 funds tracked by Wall St. Rank hold BSCV as of Q2 2026.

Modern Wealth Management held 549,842 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $9.01M as of Q2 2026.
Modern Wealth Management bought 32,926 Invesco BulletShares 2031 Corporate Bond ETF shares in Q2 2026, an estimated $542K.
Invesco BulletShares 2031 Corporate Bond ETF made up 0.11% of Modern Wealth Management's portfolio in Q2 2026, its #196 holding.
Modern Wealth Management first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
222 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.