Sequoia Financial Advisors’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History

Sequoia Financial 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	$193K	Sell	11,792 -14,280	-55%	-$235K	﹤0.01%	1996
2026 Q1	$429K	Hold	26,072	–	–	﹤0.01%	1357
2025 Q4	$435K	Buy	+26,072	New	+$436K	﹤0.01%	1357

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 $3.79B AUM 15.36% 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

Sequoia Financial Advisors's BSCV Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Invesco BulletShares 2031 Corporate Bond ETF (BSCV) stake by 55% in Q2 2026, selling an estimated $235K and leaving 11,792 shares worth $193K. The position accounts for ﹤0.01% of the portfolio, ranked #1996.

Sequoia Financial Advisors first reported a position in BSCV in Q4 2025 and has held it in 3 quarters since. The position peaked at $435K in Q4 2025. 222 funds tracked by Wall St. Rank hold BSCV as of Q2 2026.

Sequoia Financial Advisors held 11,792 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $193K as of Q2 2026.
Sequoia Financial Advisors sold 14,280 Invesco BulletShares 2031 Corporate Bond ETF shares in Q2 2026, an estimated $235K.
Invesco BulletShares 2031 Corporate Bond ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1996 holding.
Sequoia Financial Advisors first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
Sequoia Financial Advisors's Invesco BulletShares 2031 Corporate Bond ETF position peaked at $435K in Q4 2025.
222 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.