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

Geneos 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	$686K	Sell	33,459 -594	-2%	-$12.2K	0.01%	635
2026 Q1	$701K	Buy	34,053 +2,710	+9%	+$56.5K	0.02%	596
2025 Q4	$654K	Sell	31,343 -377	-1%	-$7.88K	0.02%	596
2025 Q3	$662K	Buy	31,720 +772	+2%	+$16K	0.02%	581
2025 Q2	$638K	Buy	30,948 +27,468	+789%	+$557K	0.02%	641
2025 Q1	$70.9K	Hold	3,480	–	–	﹤0.01%	1309
2024 Q4	$70K	Buy	+3,480	New	+$71.2K	﹤0.01%	1189

Other funds holding BSCW

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

MONECO Advisors Fairfield, Connecticut $1.64B AUM 25.43% 1-Year Est. Return

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

Geneos Wealth Management reduced its Invesco BulletShares 2032 Corporate Bond ETF (BSCW) stake by 1.7% in Q2 2026, selling an estimated $12.2K and leaving 33,459 shares worth $686K. The position accounts for 0.01% of the portfolio, ranked #635.

Geneos Wealth Management first reported a position in BSCW in Q4 2024 and has held it in 7 quarters since. The position peaked at $701K in Q1 2026. 170 funds tracked by Wall St. Rank hold BSCW as of Q2 2026.

Geneos Wealth Management held 33,459 shares of Invesco BulletShares 2032 Corporate Bond ETF worth $686K as of Q2 2026.
Geneos Wealth Management sold 594 Invesco BulletShares 2032 Corporate Bond ETF shares in Q2 2026, an estimated $12.2K.
Invesco BulletShares 2032 Corporate Bond ETF made up 0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #635 holding.
Geneos Wealth Management first reported a position in Invesco BulletShares 2032 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Geneos Wealth Management's Invesco BulletShares 2032 Corporate Bond ETF position peaked at $701K in Q1 2026.
170 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Corporate Bond ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.