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

Marietta 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 		$7.5M Buy
364,437
+19,193
+6% +$400K 0.89% 47
2025
Q4 		$7.21M Buy
345,244
+17,760
+5% +$371K 0.83% 46
2025
Q3 		$6.84M Buy
+327,484
New +$6.79M 0.84% 47

Other funds holding BSCW

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MA
MONECO Advisors Fairfield, Connecticut $1.29B AUM 18.01% 1-Year Est. Return

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

Marietta Wealth Management increased its Invesco BulletShares 2032 Corporate Bond ETF (BSCW) stake by 5.6% in Q1 2026, buying an estimated $400K and bringing the position to 364,437 shares worth $7.5M. The position accounts for 0.89% of the portfolio, ranked #47.

Marietta Wealth Management first reported a position in BSCW in Q3 2025 and has held it in 3 quarters since. 164 funds tracked by Wall St. Rank hold BSCW as of Q1 2026.

  • Marietta Wealth Management held 364,437 shares of Invesco BulletShares 2032 Corporate Bond ETF worth $7.5M as of Q1 2026.
  • Marietta Wealth Management bought 19,193 Invesco BulletShares 2032 Corporate Bond ETF shares in Q1 2026, an estimated $400K.
  • Invesco BulletShares 2032 Corporate Bond ETF made up 0.89% of Marietta Wealth Management's portfolio in Q1 2026, its #47 holding.
  • Marietta Wealth Management first reported a position in Invesco BulletShares 2032 Corporate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 164 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Corporate Bond ETF as of Q1 2026.

Based on Marietta Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.