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

Strategic Financial Concepts’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 Q2	–	Sell	-85,491	Closed	-$1.39M	–	296
2025 Q1	$1.39M	Buy	85,491 +16,398	+24%	+$265K	0.26%	80
2024 Q4	$1.11M	Buy	69,093 +40,202	+139%	+$655K	0.21%	102
2024 Q3	$482K	Sell	28,891 -321,851	-92%	-$5.29M	0.15%	123
2024 Q2	$376K	Buy	350,742 +321,445	+1,097%	+$5.11M	0.22%	91
2024 Q1	$472K	Buy	29,297 +5,937	+25%	+$95.7K	0.11%	167
2023 Q4	$383K	Buy	23,360 +3,534	+18%	+$54.9K	0.23%	90
2023 Q3	$302K	Buy	+19,826	New	+$311K	0.1%	181

Other funds holding BSCV

ACA

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

AUB

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

CICC

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

Strategic Financial Concepts's BSCV Position: Q2 2025 in Review

Strategic Financial Concepts sold out of Invesco BulletShares 2031 Corporate Bond ETF (BSCV) in Q2 2025, closing a stake of 85,491 shares — an estimated $1.39M sold.

Strategic Financial Concepts first reported a position in BSCV in Q3 2023 and held it in 7 quarters. The position peaked at $1.39M in Q1 2025. 153 funds tracked by Wall St. Rank hold BSCV as of Q2 2025.

Strategic Financial Concepts reported no remaining Invesco BulletShares 2031 Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Strategic Financial Concepts sold 85,491 Invesco BulletShares 2031 Corporate Bond ETF shares in Q2 2025, an estimated $1.39M.
Strategic Financial Concepts first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q3 2023 and held it in 7 quarters.
Strategic Financial Concepts's Invesco BulletShares 2031 Corporate Bond ETF position peaked at $1.39M in Q1 2025.
153 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q2 2025.

Based on Strategic Financial Concepts's 13F filing for Q2 2025, filed 5 Aug 2025.