Yoder Wealth Management’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History

Yoder Wealth 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 Q3	$199K	Buy	12,600 +1,900	+18%	+$30.8K	0.08%	135
2026 Q2	$175K	Buy	10,700 +600	+6%	+$9.9K	0.07%	129
2026 Q1	$166K	Hold	10,100	–	–	0.08%	124
2025 Q4	$169K	Hold	10,100	–	–	0.08%	119
2025 Q3	$168K	Hold	10,100	–	–	0.08%	115
2025 Q2	$167K	Hold	10,100	–	–	0.09%	112
2025 Q1	$165K	Hold	10,100	–	–	0.09%	108
2024 Q4	$162K	Hold	10,100	–	–	0.09%	109
2024 Q3	$168K	Hold	10,100	–	–	0.1%	111
2024 Q2	$161K	Hold	10,100	–	–	0.1%	102
2024 Q1	$163K	Hold	10,100	–	–	0.11%	106
2023 Q4	$166K	Buy	+10,100	New	+$157K	0.12%	95

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

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

CAG

Carroll Advisory Group Texarkana, Texas $317M AUM 11.14% 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

Yoder Wealth Management's BSCV Position: Q3 2026 in Review

Yoder Wealth Management increased its Invesco BulletShares 2031 Corporate Bond ETF (BSCV) stake by 18% in Q3 2026, buying an estimated $30.8K and bringing the position to 12,600 shares worth $199K. The position accounts for 0.08% of the portfolio, ranked #135.

Yoder Wealth Management first reported a position in BSCV in Q4 2023 and has held it in 12 quarters since. 49 funds tracked by Wall St. Rank hold BSCV as of Q3 2026.

Yoder Wealth Management held 12,600 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $199K as of Q3 2026.
Yoder Wealth Management bought 1,900 Invesco BulletShares 2031 Corporate Bond ETF shares in Q3 2026, an estimated $30.8K.
Invesco BulletShares 2031 Corporate Bond ETF made up 0.08% of Yoder Wealth Management's portfolio in Q3 2026, its #135 holding.
Yoder Wealth Management first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q4 2023 and has held it in 12 quarters since.
49 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q3 2026.

Based on Yoder Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.