Wealth Enhancement Advisory Services
BSCV icon

Wealth Enhancement Advisory Services’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$1.35M Sell
84,875
-3,522
-4% -$57K ﹤0.01% 1965
2026
Q2 		$1.44M Sell
88,397
-2,600
-3% -$42.8K ﹤0.01% 1810
2026
Q1 		$1.5M Sell
90,997
-99,985
-52% -$1.66M ﹤0.01% 1549
2025
Q4 		$3.19M Buy
190,982
+19,644
+11% +$328K ﹤0.01% 1250
2025
Q3 		$2.86M Buy
171,338
+15,206
+10% +$252K ﹤0.01% 1246
2025
Q2 		$2.57M Buy
156,132
+6,610
+4% +$108K ﹤0.01% 1231
2025
Q1 		$2.44M Buy
149,522
+20,753
+16% +$336K ﹤0.01% 1150
2024
Q4 		$2.07M Buy
128,769
+13,153
+11% +$214K ﹤0.01% 1174
2024
Q3 		$1.93M Buy
115,616
+41,458
+56% +$681K ﹤0.01% 1072
2024
Q2 		$1.18M Buy
74,158
+55,273
+293% +$879K ﹤0.01% 1200
2024
Q1 		$304K Hold
18,885
– – ﹤0.01% 1912
2023
Q4 		$310K Buy
18,885
+3,838
+26% +$59.6K ﹤0.01% 1791
2023
Q3 		$229K Buy
+15,047
New +$236K ﹤0.01% 1917

Other funds holding BSCV

AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
DWML
Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return
WIM
Waycross Investment Management Bellingham, Washington $124M AUM 12.41% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
WMWM
Wilkins Miller Wealth Management Mobile, Alabama $177M AUM 10.51% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return

Wealth Enhancement Advisory Services's BSCV Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Invesco BulletShares 2031 Corporate Bond ETF (BSCV) stake by 4% in Q3 2026, selling an estimated $57K and leaving 84,875 shares worth $1.35M. The position accounts for ﹤0.01% of the portfolio, ranked #1965.

Wealth Enhancement Advisory Services first reported a position in BSCV in Q3 2023 and has held it in 13 quarters since. The position peaked at $3.19M in Q4 2025. 31 funds tracked by Wall St. Rank hold BSCV as of Q3 2026.

  • Wealth Enhancement Advisory Services held 84,875 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $1.35M as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 3,522 Invesco BulletShares 2031 Corporate Bond ETF shares in Q3 2026, an estimated $57K.
  • Invesco BulletShares 2031 Corporate Bond ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1965 holding.
  • Wealth Enhancement Advisory Services first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's Invesco BulletShares 2031 Corporate Bond ETF position peaked at $3.19M in Q4 2025.
  • 31 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.