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Concurrent Investment Advisors’s Invesco BulletShares 2032 Corporate Bond ETF BSCW Stock Holding History

Concurrent Investment Advisors’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 		$674K Buy
+32,839
New +$676K 0.01% 1226
2026
Q1 		– Sell
-10,617
Closed -$222K – 1945
2025
Q4 		$222K Buy
+10,617
New +$222K ﹤0.01% 1579

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

Concurrent Investment Advisors's BSCW Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in Invesco BulletShares 2032 Corporate Bond ETF (BSCW) in Q2 2026: 32,839 shares worth $674K. The stake represents 0.01% of the portfolio and ranks #1226 among its holdings. This is a return to the name: Concurrent Investment Advisors previously reported a position in BSCW as recently as Q4 2025.

Concurrent Investment Advisors first reported a position in BSCW in Q4 2025 and has held it in 2 quarters since. 170 funds tracked by Wall St. Rank hold BSCW as of Q2 2026.

  • Concurrent Investment Advisors held 32,839 shares of Invesco BulletShares 2032 Corporate Bond ETF worth $674K as of Q2 2026.
  • Invesco BulletShares 2032 Corporate Bond ETF was a new Concurrent Investment Advisors position in Q2 2026.
  • Invesco BulletShares 2032 Corporate Bond ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1226 holding.
  • Concurrent Investment Advisors first reported a position in Invesco BulletShares 2032 Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 170 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Corporate Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.