Waycross Investment Management’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History

Waycross Investment Management’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	$6.11M	Buy	372,853 +1,361	+0.4%	+$22.4K	4.65%	9
2026 Q1	$6.11M	Sell	371,492 -12,743	-3%	-$212K	5.84%	6
2025 Q4	$6.41M	Buy	384,235 +1,516	+0.4%	+$25.3K	5.64%	7
2025 Q3	$6.38M	Sell	382,719 -14,211	-4%	-$236K	6.51%	6
2025 Q2	$6.56M	Sell	396,930 -6,132	-2%	-$99.8K	6.82%	6
2025 Q1	$6.57M	Sell	403,062 -5,470	-1%	-$88.5K	7.41%	5
2024 Q4	$6.56M	Buy	408,532 +2,353	+0.6%	+$38.3K	6.9%	5
2024 Q3	$6.77M	Buy	+406,179	New	+$6.67M	6.24%	5
2023 Q3	–	Sell	-299,488	Closed	-$4.78M	–	49
2023 Q2	$4.78M	Sell	299,488 -14,418	-5%	-$232K	4.99%	5
2023 Q1	$5.1M	Buy	313,906 +367	+0.1%	+$5.91K	5.1%	4
2022 Q4	$4.94M	Buy	+313,539	New	+$4.91M	4.99%	4

Other funds holding BSCV

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

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return

Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Infinity Wealth Counsel Loveland, Ohio $124M AUM 13.55% 1-Year Est. Return

Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return

Independence Bank of Kentucky Owensboro, Kentucky $888M AUM 29.17% 1-Year Est. Return