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 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 $12.7B AUM 17.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.29B AUM 18.01% 1-Year Est. Return

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

JPL Wealth Management increased its Invesco BulletShares 2032 Corporate Bond ETF (BSCW) stake by 3.8% in Q1 2026, buying an estimated $44.5K and bringing the position to 57,641 shares worth $1.19M. The position accounts for 0.27% of the portfolio, ranked #79.

JPL 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.

JPL Wealth Management held 57,641 shares of Invesco BulletShares 2032 Corporate Bond ETF worth $1.19M as of Q1 2026.
JPL Wealth Management bought 2,136 Invesco BulletShares 2032 Corporate Bond ETF shares in Q1 2026, an estimated $44.5K.
Invesco BulletShares 2032 Corporate Bond ETF made up 0.27% of JPL Wealth Management's portfolio in Q1 2026, its #79 holding.
JPL 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 JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.