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 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

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return

Waycross Investment Management Bellingham, Washington $131M AUM 16.58% 1-Year Est. Return

Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Infinity Wealth Counsel Loveland, Ohio $124M AUM 13.55% 1-Year Est. Return

Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return