Steward Partners Investment Advisory’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History

Steward Partners Investment Advisory’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	$48K	Sell	2,914 -11,322	-80%	-$189K	﹤0.01%	2804
2025 Q4	$238K	Buy	14,236 +12,307	+638%	+$206K	﹤0.01%	1845
2025 Q3	$32.2K	Sell	1,929 -491	-20%	-$8.15K	﹤0.01%	2840
2025 Q2	$40K	Sell	2,420 -802,823	-100%	-$13.1M	﹤0.01%	2587
2025 Q1	$13.1M	Buy	805,243 +14,246	+2%	+$230K	0.12%	176
2024 Q4	$12.7M	Sell	790,997 -59,636	-7%	-$972K	0.11%	176
2024 Q3	$14.2M	Buy	+850,633	New	+$14M	0.13%	164

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

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 San Diego, California $377B 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 $1.29B AUM 17.41% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Steward Partners Investment Advisory's BSCV Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Invesco BulletShares 2031 Corporate Bond ETF (BSCV) stake by 80% in Q1 2026, selling an estimated $189K and leaving 2,914 shares worth $48K. The position accounts for ﹤0.01% of the portfolio, ranked #2804.

Steward Partners Investment Advisory first reported a position in BSCV in Q3 2024 and has held it in 7 quarters since. The position peaked at $14.2M in Q3 2024. 213 funds tracked by Wall St. Rank hold BSCV as of Q1 2026.

Steward Partners Investment Advisory held 2,914 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $48K as of Q1 2026.
Steward Partners Investment Advisory sold 11,322 Invesco BulletShares 2031 Corporate Bond ETF shares in Q1 2026, an estimated $189K.
Invesco BulletShares 2031 Corporate Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2804 holding.
Steward Partners Investment Advisory first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
Steward Partners Investment Advisory's Invesco BulletShares 2031 Corporate Bond ETF position peaked at $14.2M in Q3 2024.
213 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.