TruWealth Advisors’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History

TruWealth Advisors’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	$20.5M	Sell	1,242,679 -34,465	-3%	-$574K	0.98%	38
2025 Q4	$21.3M	Buy	+1,277,144	New	+$21.3M	1.04%	33
2025 Q2	–	Sell	-11,851	Closed	-$193K	–	177
2025 Q1	$193K	Hold	11,851	–	–	0.01%	157
2024 Q4	$190K	Hold	11,851	–	–	0.01%	162
2024 Q3	$198K	Hold	11,851	–	–	0.01%	163
2024 Q2	$189K	Hold	11,851	–	–	0.01%	157
2024 Q1	$191K	Buy	+11,851	New	+$191K	0.01%	163

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

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 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

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TruWealth Advisors's BSCV Position: Q1 2026 in Review

TruWealth Advisors reduced its Invesco BulletShares 2031 Corporate Bond ETF (BSCV) stake by 2.7% in Q1 2026, selling an estimated $574K and leaving 1,242,679 shares worth $20.5M. The position accounts for 0.98% of the portfolio, ranked #38.

TruWealth Advisors first reported a position in BSCV in Q1 2024 and has held it in 7 quarters since. The position peaked at $21.3M in Q4 2025. 213 funds tracked by Wall St. Rank hold BSCV as of Q1 2026.

TruWealth Advisors held 1,242,679 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $20.5M as of Q1 2026.
TruWealth Advisors sold 34,465 Invesco BulletShares 2031 Corporate Bond ETF shares in Q1 2026, an estimated $574K.
Invesco BulletShares 2031 Corporate Bond ETF made up 0.98% of TruWealth Advisors's portfolio in Q1 2026, its #38 holding.
TruWealth Advisors first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q1 2024 and has held it in 7 quarters since.
TruWealth Advisors's Invesco BulletShares 2031 Corporate Bond ETF position peaked at $21.3M in Q4 2025.
213 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.