Sax Wealth Advisors’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History

Sax Wealth Advisors’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	$664K	Buy	42,077 +4,752	+13%	+$76.9K	0.02%	369
2026 Q2	$614K	Buy	37,325 +9,235	+33%	+$152K	0.03%	302
2026 Q1	$469K	Hold	28,090	–	–	0.02%	297
2025 Q4	$469K	Buy	28,090 +240	+0.9%	+$4.01K	0.02%	303
2025 Q3	$465K	Buy	27,850 +2,546	+10%	+$42.3K	0.03%	282
2025 Q2	$418K	Buy	25,304 +2,062	+9%	+$33.6K	0.03%	282
2025 Q1	$379K	Buy	23,242 +4,192	+22%	+$67.8K	0.03%	256
2024 Q4	$306K	Buy	19,050 +1,310	+7%	+$21.3K	0.02%	260
2024 Q3	$296K	Buy	17,740 +681	+4%	+$11.2K	0.03%	221
2024 Q2	$272K	Buy	+17,059	New	+$271K	0.03%	224

Other funds holding BSCV

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

RSC

Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return

DWML

Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return

LWA

Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return

HWM

Horizons Wealth Management Asheville, North Carolina $160M AUM

WMWM

Wilkins Miller Wealth Management Mobile, Alabama $177M AUM 10.51% 1-Year Est. Return

BCFS

Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $405M AUM 26.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Sax Wealth Advisors's BSCV Position: Q3 2026 in Review

Sax Wealth Advisors increased its Invesco BulletShares 2031 Corporate Bond ETF (BSCV) stake by 13% in Q3 2026, buying an estimated $76.9K and bringing the position to 42,077 shares worth $664K. The position accounts for 0.02% of the portfolio, ranked #369.

Sax Wealth Advisors first reported a position in BSCV in Q2 2024 and has held it in 10 quarters since. 24 funds tracked by Wall St. Rank hold BSCV as of Q3 2026.

Sax Wealth Advisors held 42,077 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $664K as of Q3 2026.
Sax Wealth Advisors bought 4,752 Invesco BulletShares 2031 Corporate Bond ETF shares in Q3 2026, an estimated $76.9K.
Invesco BulletShares 2031 Corporate Bond ETF made up 0.02% of Sax Wealth Advisors's portfolio in Q3 2026, its #369 holding.
Sax Wealth Advisors first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q2 2024 and has held it in 10 quarters since.
24 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.