Novare Capital Management’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History

Novare Capital 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	$3.63M	Buy	221,568 +18,723	+9%	+$308K	0.26%	73
2026 Q1	$3.34M	Buy	202,845 +8,696	+4%	+$145K	0.26%	72
2025 Q4	$3.24M	Buy	194,149 +15,643	+9%	+$261K	0.24%	73
2025 Q3	$2.98M	Buy	178,506 +26,245	+17%	+$436K	0.23%	75
2025 Q2	$2.52M	Buy	152,261 +8,730	+6%	+$142K	0.2%	85
2025 Q1	$2.34M	Buy	143,531 +4,447	+3%	+$71.9K	0.2%	83
2024 Q4	$2.23M	Buy	139,084 +13,295	+11%	+$217K	0.19%	87
2024 Q3	$2.1M	Buy	125,789 +12,444	+11%	+$204K	0.18%	87
2024 Q2	$1.81M	Buy	113,345 +7,056	+7%	+$112K	0.16%	90
2024 Q1	$1.71M	Buy	106,289 +19,980	+23%	+$322K	0.15%	93
2023 Q4	$1.42M	Buy	86,309 +46,528	+117%	+$723K	0.14%	96
2023 Q3	$607K	Buy	+39,781	New	+$624K	0.07%	118

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 $3.8B AUM 23.28% 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

Novare Capital Management's BSCV Position: Q2 2026 in Review

Novare Capital Management increased its Invesco BulletShares 2031 Corporate Bond ETF (BSCV) stake by 9.2% in Q2 2026, buying an estimated $308K and bringing the position to 221,568 shares worth $3.63M. The position accounts for 0.26% of the portfolio, ranked #73.

Novare Capital Management first reported a position in BSCV in Q3 2023 and has held it in 12 quarters since. 220 funds tracked by Wall St. Rank hold BSCV as of Q2 2026.

Novare Capital Management held 221,568 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $3.63M as of Q2 2026.
Novare Capital Management bought 18,723 Invesco BulletShares 2031 Corporate Bond ETF shares in Q2 2026, an estimated $308K.
Invesco BulletShares 2031 Corporate Bond ETF made up 0.26% of Novare Capital Management's portfolio in Q2 2026, its #73 holding.
Novare Capital Management first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
220 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q2 2026.

Based on Novare Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.