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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
Q2 		$1.3M Buy
63,448
+23,057
+57% +$474K 0.11% 162
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 $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

Heritage Trust's BSCW Position: Q2 2026 in Review

Heritage Trust increased its Invesco BulletShares 2032 Corporate Bond ETF (BSCW) stake by 57% in Q2 2026, buying an estimated $474K and bringing the position to 63,448 shares worth $1.3M. The position accounts for 0.11% of the portfolio, ranked #162.

Heritage Trust first reported a position in BSCW in Q4 2025 and has held it in 3 quarters since. 170 funds tracked by Wall St. Rank hold BSCW as of Q2 2026.

  • Heritage Trust held 63,448 shares of Invesco BulletShares 2032 Corporate Bond ETF worth $1.3M as of Q2 2026.
  • Heritage Trust bought 23,057 Invesco BulletShares 2032 Corporate Bond ETF shares in Q2 2026, an estimated $474K.
  • Invesco BulletShares 2032 Corporate Bond ETF made up 0.11% of Heritage Trust's portfolio in Q2 2026, its #162 holding.
  • Heritage Trust first reported a position in Invesco BulletShares 2032 Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 170 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Corporate Bond ETF as of Q2 2026.

Based on Heritage Trust's 13F filing for Q2 2026, filed 6 Aug 2026.