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United Capital Financial Advisors’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History

United Capital Financial 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
Q2 		$399K Buy
24,376
+3,954
+19% +$65K ﹤0.01% 1239
2026
Q1 		$336K Buy
20,422
+5,080
+33% +$84.6K ﹤0.01% 1284
2025
Q4 		$256K Buy
+15,342
New +$256K ﹤0.01% 1231

Other funds holding BSCV

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

United Capital Financial Advisors's BSCV Position: Q2 2026 in Review

United Capital Financial Advisors increased its Invesco BulletShares 2031 Corporate Bond ETF (BSCV) stake by 19% in Q2 2026, buying an estimated $65K and bringing the position to 24,376 shares worth $399K. The position accounts for ﹤0.01% of the portfolio, ranked #1239.

United Capital Financial Advisors first reported a position in BSCV in Q4 2025 and has held it in 3 quarters since. 222 funds tracked by Wall St. Rank hold BSCV as of Q2 2026.

  • United Capital Financial Advisors held 24,376 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $399K as of Q2 2026.
  • United Capital Financial Advisors bought 3,954 Invesco BulletShares 2031 Corporate Bond ETF shares in Q2 2026, an estimated $65K.
  • Invesco BulletShares 2031 Corporate Bond ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1239 holding.
  • United Capital Financial Advisors first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 222 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.