Segment Wealth Management’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History

Segment Wealth 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	$358K	Buy	21,850 +1,200	+6%	+$19.7K	0.02%	255
2026 Q1	$340K	Buy	20,650 +230	+1%	+$3.83K	0.02%	251
2025 Q4	$341K	Hold	20,420	–	–	0.02%	249
2025 Q3	$341K	Hold	20,420	–	–	0.02%	238
2025 Q2	$338K	Hold	20,420	–	–	0.02%	234
2025 Q1	$333K	Hold	20,420	–	–	0.02%	230
2024 Q4	$328K	Buy	+20,420	New	+$333K	0.02%	216

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

Segment Wealth Management's BSCV Position: Q2 2026 in Review

Segment Wealth Management increased its Invesco BulletShares 2031 Corporate Bond ETF (BSCV) stake by 5.8% in Q2 2026, buying an estimated $19.7K and bringing the position to 21,850 shares worth $358K. The position accounts for 0.02% of the portfolio, ranked #255.

Segment Wealth Management first reported a position in BSCV in Q4 2024 and has held it in 7 quarters since. 221 funds tracked by Wall St. Rank hold BSCV as of Q2 2026.

Segment Wealth Management held 21,850 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $358K as of Q2 2026.
Segment Wealth Management bought 1,200 Invesco BulletShares 2031 Corporate Bond ETF shares in Q2 2026, an estimated $19.7K.
Invesco BulletShares 2031 Corporate Bond ETF made up 0.02% of Segment Wealth Management's portfolio in Q2 2026, its #255 holding.
Segment Wealth Management first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
221 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.