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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
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
+23,988
+345% +$487K 0.02% 641
2025
Q1 		$142K Buy
6,960
+3,480
+100% +$70.4K ﹤0.01% 1388
2024
Q4 		$70K Buy
+3,480
New +$71.2K ﹤0.01% 1189

Other funds holding BSCW

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MA
MONECO Advisors Fairfield, Connecticut $1.29B AUM 18.01% 1-Year Est. Return

Geneos Wealth Management's BSCW Position: Q1 2026 in Review

Geneos Wealth Management increased its Invesco BulletShares 2032 Corporate Bond ETF (BSCW) stake by 8.6% in Q1 2026, buying an estimated $56.5K and bringing the position to 34,053 shares worth $701K. The position accounts for 0.02% of the portfolio, ranked #596.

Geneos Wealth Management first reported a position in BSCW in Q4 2024 and has held it in 6 quarters since. 164 funds tracked by Wall St. Rank hold BSCW as of Q1 2026.

  • Geneos Wealth Management held 34,053 shares of Invesco BulletShares 2032 Corporate Bond ETF worth $701K as of Q1 2026.
  • Geneos Wealth Management bought 2,710 Invesco BulletShares 2032 Corporate Bond ETF shares in Q1 2026, an estimated $56.5K.
  • Invesco BulletShares 2032 Corporate Bond ETF made up 0.02% of Geneos Wealth Management's portfolio in Q1 2026, its #596 holding.
  • Geneos Wealth Management first reported a position in Invesco BulletShares 2032 Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 164 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Corporate Bond ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.