Vishria Bird Financial Group’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History

Vishria Bird Financial Group’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 Q3	$4.68M	Sell	280,579 -1,937	-0.7%	-$32.1K	0.92%	28
2025 Q2	$4.67M	Sell	282,516 -3,250	-1%	-$52.9K	1.55%	21
2025 Q1	$4.66M	Sell	285,766 -4,687	-2%	-$75.8K	1.58%	22
2024 Q4	$4.66M	Sell	290,453 -3,186	-1%	-$51.9K	1.63%	19
2024 Q3	$4.89M	Hold	293,639	–	–	1.86%	18
2024 Q2	$4.68M	Buy	293,639 +2,638	+0.9%	+$42K	1.97%	18
2024 Q1	$4.69M	Buy	291,001 +1,287	+0.4%	+$20.7K	2.01%	19
2023 Q4	$4.76M	Buy	+289,714	New	+$4.5M	2.25%	17

Other funds holding BSCV

ACA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 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

Vishria Bird Financial Group's BSCV Position: Q3 2025 in Review

Vishria Bird Financial Group reduced its Invesco BulletShares 2031 Corporate Bond ETF (BSCV) stake by 0.69% in Q3 2025, selling an estimated $32.1K and leaving 280,579 shares worth $4.68M. The position accounts for 0.92% of the portfolio, ranked #28.

Vishria Bird Financial Group first reported a position in BSCV in Q4 2023 and has held it in 8 quarters since. The position peaked at $4.89M in Q3 2024. 162 funds tracked by Wall St. Rank hold BSCV as of Q3 2025.

Vishria Bird Financial Group held 280,579 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $4.68M as of Q3 2025.
Vishria Bird Financial Group sold 1,937 Invesco BulletShares 2031 Corporate Bond ETF shares in Q3 2025, an estimated $32.1K.
Invesco BulletShares 2031 Corporate Bond ETF made up 0.92% of Vishria Bird Financial Group's portfolio in Q3 2025, its #28 holding.
Vishria Bird Financial Group first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q4 2023 and has held it in 8 quarters since.
Vishria Bird Financial Group's Invesco BulletShares 2031 Corporate Bond ETF position peaked at $4.89M in Q3 2024.
162 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q3 2025.

Based on Vishria Bird Financial Group's 13F filing for Q3 2025, filed 21 Oct 2025.