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Heritage Trust’s Invesco BulletShares 2032 Corporate Bond ETF BSCW Stock Holding History

Heritage Trust’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 		$832K Buy
40,391
+23,379
+137% +$487K 0.08% 179
2025
Q4 		$355K Buy
+17,012
New +$356K 0.04% 246

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

Heritage Trust's BSCW Position: Q1 2026 in Review

Heritage Trust increased its Invesco BulletShares 2032 Corporate Bond ETF (BSCW) stake by 137% in Q1 2026, buying an estimated $487K and bringing the position to 40,391 shares worth $832K. The position accounts for 0.08% of the portfolio, ranked #179.

Heritage Trust first reported a position in BSCW in Q4 2025 and has held it in 2 quarters since. 164 funds tracked by Wall St. Rank hold BSCW as of Q1 2026.

  • Heritage Trust held 40,391 shares of Invesco BulletShares 2032 Corporate Bond ETF worth $832K as of Q1 2026.
  • Heritage Trust bought 23,379 Invesco BulletShares 2032 Corporate Bond ETF shares in Q1 2026, an estimated $487K.
  • Invesco BulletShares 2032 Corporate Bond ETF made up 0.08% of Heritage Trust's portfolio in Q1 2026, its #179 holding.
  • Heritage Trust first reported a position in Invesco BulletShares 2032 Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 164 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Corporate Bond ETF as of Q1 2026.

Based on Heritage Trust's 13F filing for Q1 2026, filed 13 May 2026.