Integrated Wealth Concepts’s Invesco BulletShares 2032 Corporate Bond ETF BSCW Stock Holding History

Integrated Wealth Concepts’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	$317K	Sell	15,475 -1,735	-10%	-$35.7K	﹤0.01%	2054
2026 Q1	$354K	Buy	17,210 +196	+1%	+$4.08K	﹤0.01%	1757
2025 Q4	$355K	Buy	17,014 +201	+1%	+$4.2K	﹤0.01%	1250
2025 Q3	$351K	Buy	16,813 +203	+1%	+$4.21K	﹤0.01%	1548
2025 Q2	$342K	Buy	16,610 +210	+1%	+$4.26K	﹤0.01%	1484
2025 Q1	$334K	Buy	16,400 +2,808	+21%	+$56.8K	﹤0.01%	1346
2024 Q4	$273K	Hold	13,592	–	–	﹤0.01%	1424
2024 Q3	$285K	Sell	13,592 -1,526	-10%	-$31.5K	﹤0.01%	1376
2024 Q2	$303K	Sell	15,118 -1,341	-8%	-$26.8K	﹤0.01%	1314
2024 Q1	$333K	Buy	16,459 +6,137	+59%	+$124K	﹤0.01%	1261
2023 Q4	$214K	Buy	+10,322	New	+$202K	﹤0.01%	1439

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

Integrated Wealth Concepts's BSCW Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Invesco BulletShares 2032 Corporate Bond ETF (BSCW) stake by 10% in Q2 2026, selling an estimated $35.7K and leaving 15,475 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #2054.

Integrated Wealth Concepts first reported a position in BSCW in Q4 2023 and has held it in 11 quarters since. The position peaked at $355K in Q4 2025. 170 funds tracked by Wall St. Rank hold BSCW as of Q2 2026.

Integrated Wealth Concepts held 15,475 shares of Invesco BulletShares 2032 Corporate Bond ETF worth $317K as of Q2 2026.
Integrated Wealth Concepts sold 1,735 Invesco BulletShares 2032 Corporate Bond ETF shares in Q2 2026, an estimated $35.7K.
Invesco BulletShares 2032 Corporate Bond ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2054 holding.
Integrated Wealth Concepts first reported a position in Invesco BulletShares 2032 Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Integrated Wealth Concepts's Invesco BulletShares 2032 Corporate Bond ETF position peaked at $355K in Q4 2025.
170 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Corporate Bond ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.