AWM
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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
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

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
MA
MONECO Advisors Fairfield, Connecticut $1.64B AUM 25.43% 1-Year Est. Return

Avior Wealth Management's BSCW Position: Q2 2026 in Review

Avior Wealth Management increased its Invesco BulletShares 2032 Corporate Bond ETF (BSCW) stake by 3.7% in Q2 2026, buying an estimated $110K and bringing the position to 150,932 shares worth $3.1M. The position accounts for 0.08% of the portfolio, ranked #200.

Avior Wealth Management first reported a position in BSCW in Q3 2025 and has held it in 4 quarters since. 170 funds tracked by Wall St. Rank hold BSCW as of Q2 2026.

  • Avior Wealth Management held 150,932 shares of Invesco BulletShares 2032 Corporate Bond ETF worth $3.1M as of Q2 2026.
  • Avior Wealth Management bought 5,351 Invesco BulletShares 2032 Corporate Bond ETF shares in Q2 2026, an estimated $110K.
  • Invesco BulletShares 2032 Corporate Bond ETF made up 0.08% of Avior Wealth Management's portfolio in Q2 2026, its #200 holding.
  • Avior Wealth Management first reported a position in Invesco BulletShares 2032 Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 170 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Corporate Bond ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.