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

JPL 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	$1.17M	Sell	56,913 -728	-1%	-$15K	0.23%	75
2026 Q1	$1.19M	Buy	57,641 +2,136	+4%	+$44.5K	0.27%	79
2025 Q4	$1.16M	Buy	55,505 +10,106	+22%	+$211K	0.28%	79
2025 Q3	$948K	Buy	45,399 +6,613	+17%	+$137K	0.23%	82
2025 Q2	$799K	Sell	38,786 -4,777	-11%	-$96.9K	0.22%	81
2025 Q1	$887K	Buy	43,563 +11,049	+34%	+$223K	0.25%	77
2024 Q4	$654K	Buy	+32,514	New	+$665K	0.19%	84

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

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

JPL Wealth Management reduced its Invesco BulletShares 2032 Corporate Bond ETF (BSCW) stake by 1.3% in Q2 2026, selling an estimated $15K and leaving 56,913 shares worth $1.17M. The position accounts for 0.23% of the portfolio, ranked #75.

JPL Wealth Management first reported a position in BSCW in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.19M in Q1 2026. 170 funds tracked by Wall St. Rank hold BSCW as of Q2 2026.

JPL Wealth Management held 56,913 shares of Invesco BulletShares 2032 Corporate Bond ETF worth $1.17M as of Q2 2026.
JPL Wealth Management sold 728 Invesco BulletShares 2032 Corporate Bond ETF shares in Q2 2026, an estimated $15K.
Invesco BulletShares 2032 Corporate Bond ETF made up 0.23% of JPL Wealth Management's portfolio in Q2 2026, its #75 holding.
JPL Wealth Management first reported a position in Invesco BulletShares 2032 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
JPL Wealth Management's Invesco BulletShares 2032 Corporate Bond ETF position peaked at $1.19M in Q1 2026.
170 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Corporate Bond ETF as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.