NorthAvenue LLC
BSCV icon

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
Q3 		$5.03M Buy
318,740
+15,018
+5% +$243K 3.54% 8
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

Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $15.9B AUM 16.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Atlantic Union Bankshares
Atlantic Union Bankshares Glen Allen, Virginia $6.11B AUM 17.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
MONECO Advisors
MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return

NorthAvenue LLC's BSCV Position: Q3 2026 in Review

NorthAvenue LLC increased its Invesco BulletShares 2031 Corporate Bond ETF (BSCV) stake by 4.9% in Q3 2026, buying an estimated $243K and bringing the position to 318,740 shares worth $5.03M. The position accounts for 3.54% of the portfolio, ranked #8.

NorthAvenue LLC first reported a position in BSCV in Q4 2025 and has held it in 4 quarters since. 222 funds tracked by Wall St. Rank hold BSCV as of Q3 2026.

  • NorthAvenue LLC held 318,740 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $5.03M as of Q3 2026.
  • NorthAvenue LLC bought 15,018 Invesco BulletShares 2031 Corporate Bond ETF shares in Q3 2026, an estimated $243K.
  • Invesco BulletShares 2031 Corporate Bond ETF made up 3.54% of NorthAvenue LLC's portfolio in Q3 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 4 quarters since.
  • 222 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q3 2026.

Based on NorthAvenue LLC's 13F filing for Q3 2026, filed 29 Oct 2026.