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CVFG LLC’s Invesco BulletShares 2032 Corporate Bond ETF BSCW Stock Holding History

CVFG LLC’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 		$1M Buy
48,808
+125
+0.3% +$2.57K 0.11% 150
2026
Q1 		$1M Buy
+48,683
New +$1.01M 0.12% 136

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

CVFG LLC's BSCW Position: Q2 2026 in Review

CVFG LLC increased its Invesco BulletShares 2032 Corporate Bond ETF (BSCW) stake by 0.26% in Q2 2026, buying an estimated $2.57K and bringing the position to 48,808 shares worth $1M. The position accounts for 0.11% of the portfolio, ranked #150.

CVFG LLC first reported a position in BSCW in Q1 2026 and has held it in 2 quarters since. The position peaked at $1M in Q1 2026. 169 funds tracked by Wall St. Rank hold BSCW as of Q2 2026.

  • CVFG LLC held 48,808 shares of Invesco BulletShares 2032 Corporate Bond ETF worth $1M as of Q2 2026.
  • CVFG LLC bought 125 Invesco BulletShares 2032 Corporate Bond ETF shares in Q2 2026, an estimated $2.57K.
  • Invesco BulletShares 2032 Corporate Bond ETF made up 0.11% of CVFG LLC's portfolio in Q2 2026, its #150 holding.
  • CVFG LLC first reported a position in Invesco BulletShares 2032 Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • CVFG LLC's Invesco BulletShares 2032 Corporate Bond ETF position peaked at $1M in Q1 2026.
  • 169 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Corporate Bond ETF as of Q2 2026.

Based on CVFG LLC's 13F filing for Q2 2026, filed 11 Aug 2026.