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Stephens Inc’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History

Stephens Inc’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
Q1 		$4.73M Buy
287,641
+30,403
+12% +$506K 0.06% 299
2025
Q4 		$4.29M Buy
257,238
+37,456
+17% +$626K 0.05% 316
2025
Q3 		$3.67M Buy
219,782
+45,841
+26% +$761K 0.05% 347
2025
Q2 		$2.88M Sell
173,941
-458
-0.3% -$7.46K 0.04% 380
2025
Q1 		$2.84M Buy
174,399
+28,706
+20% +$464K 0.04% 377
2024
Q4 		$2.34M Buy
145,693
+49,394
+51% +$805K 0.03% 412
2024
Q3 		$1.61M Buy
96,299
+59,642
+163% +$979K 0.02% 495
2024
Q2 		$585K Buy
36,657
+6,670
+22% +$106K 0.01% 728
2024
Q1 		$483K Buy
29,987
+17,369
+138% +$280K 0.01% 821
2023
Q4 		$207K Buy
+12,618
New +$196K ﹤0.01% 1072

Other funds holding BSCV

ACA
Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return