Osaic Holdings
BSCV icon

Osaic Holdings’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History

Osaic Holdings’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 		$8.98M Buy
548,149
+29,330
+6% +$482K 0.01% 1106
2026
Q1 		$8.54M Sell
518,819
-311
-0.1% -$5.18K 0.01% 1014
2025
Q4 		$8.67M Buy
519,130
+58,994
+13% +$986K 0.01% 1028
2025
Q3 		$7.66M Buy
460,136
+43,568
+10% +$723K 0.01% 1177
2025
Q2 		$6.89M Buy
416,568
+21,751
+6% +$354K 0.01% 1033
2025
Q1 		$6.44M Buy
394,817
+136,213
+53% +$2.2M 0.01% 927
2024
Q4 		$4.15M Buy
258,604
+10,990
+4% +$179K 0.01% 1139
2024
Q3 		$4.13M Buy
247,614
+41,276
+20% +$678K 0.01% 1164
2024
Q2 		$3.29M Sell
206,338
-75,731
-27% -$1.2M 0.01% 1286
2024
Q1 		$4.55M Buy
282,069
+19,238
+7% +$310K 0.01% 1097
2023
Q4 		$4.31M Buy
262,831
+206,089
+363% +$3.2M 0.01% 1295
2023
Q3 		$865K Buy
56,742
+28,835
+103% +$453K ﹤0.01% 2761
2023
Q2 		$446K Buy
27,907
+6,690
+32% +$108K ﹤0.01% 3241
2023
Q1 		$345K Buy
21,217
+19,717
+1,314% +$318K ﹤0.01% 3427
2022
Q4 		$24K Buy
+1,500
New +$23.5K ﹤0.01% 5440

Other funds holding BSCV

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings's BSCV Position: Q2 2026 in Review

Osaic Holdings increased its Invesco BulletShares 2031 Corporate Bond ETF (BSCV) stake by 5.7% in Q2 2026, buying an estimated $482K and bringing the position to 548,149 shares worth $8.98M. The position accounts for 0.01% of the portfolio, ranked #1106.

Osaic Holdings first reported a position in BSCV in Q4 2022 and has held it in 15 quarters since. 220 funds tracked by Wall St. Rank hold BSCV as of Q2 2026.

  • Osaic Holdings held 548,149 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $8.98M as of Q2 2026.
  • Osaic Holdings bought 29,330 Invesco BulletShares 2031 Corporate Bond ETF shares in Q2 2026, an estimated $482K.
  • Invesco BulletShares 2031 Corporate Bond ETF made up 0.01% of Osaic Holdings's portfolio in Q2 2026, its #1106 holding.
  • Osaic Holdings first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 220 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.