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NorthAvenue LLC’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History

NorthAvenue LLC’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 		$4.98M Buy
303,722
+15,865
+6% +$261K 3.56% 8
2026
Q1 		$4.74M Buy
287,857
+5,728
+2% +$95.4K 3.77% 9
2025
Q4 		$4.71M Buy
+282,129
New +$4.71M 3.9% 5

Other funds holding BSCV

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return
WIM
Waycross Investment Management Bellingham, Washington $131M AUM 16.58% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return

NorthAvenue LLC's BSCV Position: Q2 2026 in Review

NorthAvenue LLC increased its Invesco BulletShares 2031 Corporate Bond ETF (BSCV) stake by 5.5% in Q2 2026, buying an estimated $261K and bringing the position to 303,722 shares worth $4.98M. The position accounts for 3.56% of the portfolio, ranked #8.

NorthAvenue LLC first reported a position in BSCV in Q4 2025 and has held it in 3 quarters since. 54 funds tracked by Wall St. Rank hold BSCV as of Q2 2026.

  • NorthAvenue LLC held 303,722 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $4.98M as of Q2 2026.
  • NorthAvenue LLC bought 15,865 Invesco BulletShares 2031 Corporate Bond ETF shares in Q2 2026, an estimated $261K.
  • Invesco BulletShares 2031 Corporate Bond ETF made up 3.56% of NorthAvenue LLC's portfolio in Q2 2026, its #8 holding.
  • NorthAvenue LLC first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 54 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q2 2026.

Based on NorthAvenue LLC's 13F filing for Q2 2026, filed 21 Jul 2026.