Sterling Financial Group’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History

Sterling Financial Group’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
2025 Q3	$435K	Buy	26,072 +2,725	+12%	+$45.2K	0.14%	56
2025 Q2	$386K	Sell	23,347 -1,330	-5%	-$21.7K	0.13%	56
2025 Q1	$402K	Sell	24,677 -720	-3%	-$11.6K	0.15%	51
2024 Q4	$408K	Buy	25,397 +2,569	+11%	+$41.9K	0.15%	48
2024 Q3	$381K	Sell	22,828 -1,076	-5%	-$17.7K	0.16%	46
2024 Q2	$381K	Sell	23,904 -3,233	-12%	-$51.4K	0.17%	46
2024 Q1	$437K	Buy	27,137 +9,174	+51%	+$148K	0.21%	41
2023 Q4	$295K	Hold	17,963	–	–	0.17%	51
2023 Q3	$274K	Buy	17,963 +1,945	+12%	+$30.5K	0.17%	51
2023 Q2	$256K	Buy	+16,018	New	+$258K	0.17%	51

Other funds holding BSCV

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sterling Financial Group's BSCV Position: Q3 2025 in Review

Sterling Financial Group increased its Invesco BulletShares 2031 Corporate Bond ETF (BSCV) stake by 12% in Q3 2025, buying an estimated $45.2K and bringing the position to 26,072 shares worth $435K. The position accounts for 0.14% of the portfolio, ranked #56.

Sterling Financial Group first reported a position in BSCV in Q2 2023 and has held it in 10 quarters since. The position peaked at $437K in Q1 2024. 162 funds tracked by Wall St. Rank hold BSCV as of Q3 2025.

Sterling Financial Group held 26,072 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $435K as of Q3 2025.
Sterling Financial Group bought 2,725 Invesco BulletShares 2031 Corporate Bond ETF shares in Q3 2025, an estimated $45.2K.
Invesco BulletShares 2031 Corporate Bond ETF made up 0.14% of Sterling Financial Group's portfolio in Q3 2025, its #56 holding.
Sterling Financial Group first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q2 2023 and has held it in 10 quarters since.
Sterling Financial Group's Invesco BulletShares 2031 Corporate Bond ETF position peaked at $437K in Q1 2024.
162 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q3 2025.

Based on Sterling Financial Group's 13F filing for Q3 2025, filed 17 Nov 2025.