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 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 $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

AWM

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

HBT

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AUB

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Waverly Advisors's BSCV Position: Q1 2026 in Review

Waverly Advisors increased its Invesco BulletShares 2031 Corporate Bond ETF (BSCV) stake by 1.5% in Q1 2026, buying an estimated $5.76K and bringing the position to 23,356 shares worth $384K. The position accounts for ﹤0.01% of the portfolio, ranked #1203.

Waverly Advisors first reported a position in BSCV in Q1 2024 and has held it in 9 quarters since. 213 funds tracked by Wall St. Rank hold BSCV as of Q1 2026.

Waverly Advisors held 23,356 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $384K as of Q1 2026.
Waverly Advisors bought 346 Invesco BulletShares 2031 Corporate Bond ETF shares in Q1 2026, an estimated $5.76K.
Invesco BulletShares 2031 Corporate Bond ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1203 holding.
Waverly Advisors first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q1 2024 and has held it in 9 quarters since.
213 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.