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

Stifel Financial’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	$21.5M	Buy	1,311,336 +47,632	+4%	+$783K	0.02%	659
2026 Q1	$20.8M	Buy	1,263,704 +71,574	+6%	+$1.19M	0.02%	622
2025 Q4	$19.9M	Buy	1,192,130 +1,042,509	+697%	+$17.4M	0.02%	630
2025 Q3	$2.5M	Buy	149,621 +31,359	+27%	+$520K	﹤0.01%	1761
2025 Q2	$1.95M	Buy	118,262 +19,428	+20%	+$316K	﹤0.01%	1862
2025 Q1	$1.61M	Buy	98,834 +16,926	+21%	+$274K	﹤0.01%	1908
2024 Q4	$1.31M	Buy	81,908 +26,746	+48%	+$436K	﹤0.01%	2068
2024 Q3	$920K	Buy	55,162 +20,241	+58%	+$332K	﹤0.01%	2287
2024 Q2	$557K	Buy	34,921 +13,144	+60%	+$209K	﹤0.01%	2560
2024 Q1	$351K	Buy	+21,777	New	+$351K	﹤0.01%	2812

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

Stifel Financial's BSCV Position: Q2 2026 in Review

Stifel Financial increased its Invesco BulletShares 2031 Corporate Bond ETF (BSCV) stake by 3.8% in Q2 2026, buying an estimated $783K and bringing the position to 1,311,336 shares worth $21.5M. The position accounts for 0.02% of the portfolio, ranked #659.

Stifel Financial first reported a position in BSCV in Q1 2024 and has held it in 10 quarters since. 221 funds tracked by Wall St. Rank hold BSCV as of Q2 2026.

Stifel Financial held 1,311,336 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $21.5M as of Q2 2026.
Stifel Financial bought 47,632 Invesco BulletShares 2031 Corporate Bond ETF shares in Q2 2026, an estimated $783K.
Invesco BulletShares 2031 Corporate Bond ETF made up 0.02% of Stifel Financial's portfolio in Q2 2026, its #659 holding.
Stifel Financial first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
221 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.