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 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	$323K	Buy	+19,317	New	+$323K	0.06%	207

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

XY Planning Network's BSCV Position: Q2 2026 in Review

XY Planning Network increased its Invesco BulletShares 2031 Corporate Bond ETF (BSCV) stake by 1.2% in Q2 2026, buying an estimated $3.8K and bringing the position to 19,767 shares worth $324K. The position accounts for 0.04% of the portfolio, ranked #281.

XY Planning Network first reported a position in BSCV in Q4 2025 and has held it in 3 quarters since. 221 funds tracked by Wall St. Rank hold BSCV as of Q2 2026.

XY Planning Network held 19,767 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $324K as of Q2 2026.
XY Planning Network bought 231 Invesco BulletShares 2031 Corporate Bond ETF shares in Q2 2026, an estimated $3.8K.
Invesco BulletShares 2031 Corporate Bond ETF made up 0.04% of XY Planning Network's portfolio in Q2 2026, its #281 holding.
XY Planning Network first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
221 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.