Straight Path Wealth Management’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History

Straight Path Wealth Management’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	$4.32M	Buy	263,721 +1,009	+0.4%	+$16.6K	1.01%	17
2026 Q1	$4.32M	Buy	262,712 +13,443	+5%	+$224K	1.16%	15
2025 Q4	$4.16M	Buy	249,269 +22,454	+10%	+$375K	1.12%	16
2025 Q3	$3.78M	Buy	226,815 +41,137	+22%	+$683K	1.02%	19
2025 Q2	$3.07M	Buy	185,678 +52,223	+39%	+$850K	1.04%	17
2025 Q1	$2.18M	Buy	133,455 +26,769	+25%	+$433K	0.88%	17
2024 Q4	$1.71M	Buy	106,686 +65,812	+161%	+$1.07M	0.68%	21
2024 Q3	$681K	Buy	40,874 +13,048	+47%	+$214K	0.29%	36
2024 Q2	$444K	Buy	27,826 +14,780	+113%	+$235K	0.23%	50
2024 Q1	$210K	Buy	+13,046	New	+$210K	0.12%	84

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

Straight Path Wealth Management's BSCV Position: Q2 2026 in Review

Straight Path Wealth Management increased its Invesco BulletShares 2031 Corporate Bond ETF (BSCV) stake by 0.38% in Q2 2026, buying an estimated $16.6K and bringing the position to 263,721 shares worth $4.32M. The position accounts for 1.01% of the portfolio, ranked #17.

Straight Path Wealth Management first reported a position in BSCV in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.32M in Q1 2026. 220 funds tracked by Wall St. Rank hold BSCV as of Q2 2026.

Straight Path Wealth Management held 263,721 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $4.32M as of Q2 2026.
Straight Path Wealth Management bought 1,009 Invesco BulletShares 2031 Corporate Bond ETF shares in Q2 2026, an estimated $16.6K.
Invesco BulletShares 2031 Corporate Bond ETF made up 1.01% of Straight Path Wealth Management's portfolio in Q2 2026, its #17 holding.
Straight Path Wealth Management first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
Straight Path Wealth Management's Invesco BulletShares 2031 Corporate Bond ETF position peaked at $4.32M in Q1 2026.
220 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q2 2026.

Based on Straight Path Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.