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

Wingate Wealth 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	$295K	Buy	18,015 +211	+1%	+$3.47K	0.13%	108
2026 Q1	$293K	Buy	17,804 +199	+1%	+$3.31K	0.16%	100
2025 Q4	$294K	Buy	+17,605	New	+$294K	0.16%	100
2025 Q1	–	Sell	-5,301	Closed	-$85.1K	–	137
2024 Q4	$85.1K	Buy	+5,301	New	+$86.4K	0.08%	153

Other funds holding BSCV

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wingate Wealth Advisors's BSCV Position: Q2 2026 in Review

Wingate Wealth Advisors increased its Invesco BulletShares 2031 Corporate Bond ETF (BSCV) stake by 1.2% in Q2 2026, buying an estimated $3.47K and bringing the position to 18,015 shares worth $295K. The position accounts for 0.13% of the portfolio, ranked #108.

Wingate Wealth Advisors first reported a position in BSCV in Q4 2024 and has held it in 4 quarters since. 220 funds tracked by Wall St. Rank hold BSCV as of Q2 2026.

Wingate Wealth Advisors held 18,015 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $295K as of Q2 2026.
Wingate Wealth Advisors bought 211 Invesco BulletShares 2031 Corporate Bond ETF shares in Q2 2026, an estimated $3.47K.
Invesco BulletShares 2031 Corporate Bond ETF made up 0.13% of Wingate Wealth Advisors's portfolio in Q2 2026, its #108 holding.
Wingate Wealth Advisors first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q4 2024 and has held it in 4 quarters since.
220 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q2 2026.

Based on Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.