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

Waverly 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 		$20.6M Buy
1,255,637
+1,232,281
+5,276% +$20.3M 0.12% 171
2026
Q1 		$384K Buy
23,356
+346
+2% +$5.76K ﹤0.01% 1203
2025
Q4 		$384K Buy
23,010
+41
+0.2% +$685 ﹤0.01% 1114
2025
Q3 		$383K Buy
22,969
+1,566
+7% +$26K ﹤0.01% 947
2025
Q2 		$354K Buy
21,403
+797
+4% +$13K ﹤0.01% 910
2025
Q1 		$336K Buy
20,606
+1,191
+6% +$19.3K ﹤0.01% 890
2024
Q4 		$312K Buy
19,415
+1,600
+9% +$26.1K ﹤0.01% 812
2024
Q3 		$297K Buy
17,815
+7,177
+67% +$118K 0.01% 685
2024
Q2 		$170K Buy
10,638
+628
+6% +$9.99K ﹤0.01% 778
2024
Q1 		$161K Buy
+10,010
New +$161K ﹤0.01% 664

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 $3.8B AUM 23.28% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
Wells Fargo
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

Waverly Advisors's BSCV Position: Q2 2026 in Review

Waverly Advisors increased its Invesco BulletShares 2031 Corporate Bond ETF (BSCV) stake by 5,276% in Q2 2026, buying an estimated $20.3M and bringing the position to 1,255,637 shares worth $20.6M. The position accounts for 0.12% of the portfolio, ranked #171.

Waverly Advisors first reported a position in BSCV in Q1 2024 and has held it in 10 quarters since. 221 funds tracked by Wall St. Rank hold BSCV as of Q2 2026.

  • Waverly Advisors held 1,255,637 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $20.6M as of Q2 2026.
  • Waverly Advisors bought 1,232,281 Invesco BulletShares 2031 Corporate Bond ETF shares in Q2 2026, an estimated $20.3M.
  • Invesco BulletShares 2031 Corporate Bond ETF made up 0.12% of Waverly Advisors's portfolio in Q2 2026, its #171 holding.
  • Waverly Advisors first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 221 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.