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Sagespring Wealth Partners’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History

Sagespring Wealth Partners’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
2025
Q1 		– Sell
-50,083
Closed -$804K – 658
2024
Q4 		$804K Buy
+50,083
New +$816K 0.02% 255

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

Sagespring Wealth Partners's BSCV Position: Q1 2025 in Review

Sagespring Wealth Partners sold out of Invesco BulletShares 2031 Corporate Bond ETF (BSCV) in Q1 2025, closing a stake of 50,083 shares — an estimated $804K sold.

Sagespring Wealth Partners first reported a position in BSCV in Q4 2024 and held it in 1 quarter. The position peaked at $804K in Q4 2024. 142 funds tracked by Wall St. Rank hold BSCV as of Q1 2025.

  • Sagespring Wealth Partners reported no remaining Invesco BulletShares 2031 Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Sagespring Wealth Partners sold 50,083 Invesco BulletShares 2031 Corporate Bond ETF shares in Q1 2025, an estimated $804K.
  • Sagespring Wealth Partners first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q4 2024 and held it in 1 quarter.
  • Sagespring Wealth Partners's Invesco BulletShares 2031 Corporate Bond ETF position peaked at $804K in Q4 2024.
  • 142 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q1 2025.

Based on Sagespring Wealth Partners's 13F filing for Q1 2025, filed 17 Apr 2025.