Ledgewood Wealth Advisors’s Invesco BulletShares 2032 Corporate Bond ETF BSCW Stock Holding History

Ledgewood Wealth Advisors’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	$3.45M	Sell	168,185 -25,566	-13%	-$526K	1.83%	18
2026 Q1	$3.99M	Buy	193,751 +12,440	+7%	+$259K	2.25%	18
2025 Q4	$3.78M	Buy	181,311 +10,927	+6%	+$229K	2.18%	17
2025 Q3	$3.56M	Buy	170,384 +47,584	+39%	+$986K	2.11%	17
2025 Q2	$2.53M	Buy	122,800 +17,963	+17%	+$364K	1.59%	17
2025 Q1	$2.14M	Buy	104,837 +35,586	+51%	+$719K	1.38%	18
2024 Q4	$1.39M	Buy	69,251 +56,686	+451%	+$1.16M	0.9%	24
2024 Q3	$263K	Buy	+12,565	New	+$259K	0.18%	56

Other funds holding BSCW

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

CICC

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

CAM

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

SFG

Strategic Financial Group Grand Haven, Michigan $104M AUM

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BWM

BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

IWC

Infinity Wealth Counsel Loveland, Ohio $124M AUM 13.55% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Ledgewood Wealth Advisors's BSCW Position: Q2 2026 in Review

Ledgewood Wealth Advisors reduced its Invesco BulletShares 2032 Corporate Bond ETF (BSCW) stake by 13% in Q2 2026, selling an estimated $526K and leaving 168,185 shares worth $3.45M. The position accounts for 1.83% of the portfolio, ranked #18.

Ledgewood Wealth Advisors first reported a position in BSCW in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.99M in Q1 2026. 32 funds tracked by Wall St. Rank hold BSCW as of Q2 2026.

Ledgewood Wealth Advisors held 168,185 shares of Invesco BulletShares 2032 Corporate Bond ETF worth $3.45M as of Q2 2026.
Ledgewood Wealth Advisors sold 25,566 Invesco BulletShares 2032 Corporate Bond ETF shares in Q2 2026, an estimated $526K.
Invesco BulletShares 2032 Corporate Bond ETF made up 1.83% of Ledgewood Wealth Advisors's portfolio in Q2 2026, its #18 holding.
Ledgewood Wealth Advisors first reported a position in Invesco BulletShares 2032 Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
Ledgewood Wealth Advisors's Invesco BulletShares 2032 Corporate Bond ETF position peaked at $3.99M in Q1 2026.
32 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Corporate Bond ETF as of Q2 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.