Avior Wealth Management
BSCW icon

Avior Wealth Management’s Invesco BulletShares 2032 Corporate Bond ETF BSCW Stock Holding History

Avior Wealth Management’s Portfolio BSCW Stock Details BSCW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$10.7M Buy
544,716
+393,784
+261% +$7.95M 0.28% 81
2026
Q2 		$3.1M Buy
150,932
+5,351
+4% +$110K 0.08% 200
2026
Q1 		$3M Buy
145,581
+47,697
+49% +$994K 0.09% 192
2025
Q4 		$2.04M Buy
97,884
+62,121
+174% +$1.3M 0.06% 198
2025
Q3 		$747K Buy
+35,763
New +$741K 0.02% 360

Other funds holding BSCW

Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
FF
Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Capital Investment Counsel (Colorado)
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return
SFG
Strategic Financial Group Grand Haven, Michigan $103M AUM
GCP
Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return
DWML
Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return
CAG
Carroll Advisory Group Texarkana, Texas $317M AUM 11.14% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return

Avior Wealth Management's BSCW Position: Q3 2026 in Review

Avior Wealth Management increased its Invesco BulletShares 2032 Corporate Bond ETF (BSCW) stake by 261% in Q3 2026, buying an estimated $7.95M and bringing the position to 544,716 shares worth $10.7M. The position accounts for 0.28% of the portfolio, ranked #81.

Avior Wealth Management first reported a position in BSCW in Q3 2025 and has held it in 5 quarters since. 36 funds tracked by Wall St. Rank hold BSCW as of Q3 2026.

  • Avior Wealth Management held 544,716 shares of Invesco BulletShares 2032 Corporate Bond ETF worth $10.7M as of Q3 2026.
  • Avior Wealth Management bought 393,784 Invesco BulletShares 2032 Corporate Bond ETF shares in Q3 2026, an estimated $7.95M.
  • Invesco BulletShares 2032 Corporate Bond ETF made up 0.28% of Avior Wealth Management's portfolio in Q3 2026, its #81 holding.
  • Avior Wealth Management first reported a position in Invesco BulletShares 2032 Corporate Bond ETF in Q3 2025 and has held it in 5 quarters since.
  • 36 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Corporate Bond ETF as of Q3 2026.

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