XY Planning Network’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History

XY Planning Network’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	$513K	Buy	32,504 +12,737	+64%	+$206K	0.06%	233
2026 Q2	$324K	Buy	19,767 +231	+1%	+$3.8K	0.04%	281
2026 Q1	$322K	Buy	19,536 +219	+1%	+$3.65K	0.05%	226
2025 Q4	$322K	Buy	+19,317	New	+$323K	0.06%	207

Other funds holding BSCV

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return

Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return

Marietta Wealth Management Marietta, Georgia $945M AUM 19.14% 1-Year Est. Return

Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return

Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return

Waycross Investment Management Bellingham, Washington $124M AUM 12.41% 1-Year Est. Return

Carroll Advisory Group Texarkana, Texas $317M AUM 11.14% 1-Year Est. Return

XY Planning Network's BSCV Position: Q3 2026 in Review

XY Planning Network increased its Invesco BulletShares 2031 Corporate Bond ETF (BSCV) stake by 64% in Q3 2026, buying an estimated $206K and bringing the position to 32,504 shares worth $513K. The position accounts for 0.06% of the portfolio, ranked #233.

XY Planning Network first reported a position in BSCV in Q4 2025 and has held it in 4 quarters since. 77 funds tracked by Wall St. Rank hold BSCV as of Q3 2026.

XY Planning Network held 32,504 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $513K as of Q3 2026.
XY Planning Network bought 12,737 Invesco BulletShares 2031 Corporate Bond ETF shares in Q3 2026, an estimated $206K.
Invesco BulletShares 2031 Corporate Bond ETF made up 0.06% of XY Planning Network's portfolio in Q3 2026, its #233 holding.
XY Planning Network first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q4 2025 and has held it in 4 quarters since.
77 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.