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

Modern 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	$7.93M	Buy	386,808 +52,425	+16%	+$1.08M	0.09%	206
2026 Q1	$6.89M	Buy	334,383 +3,070	+0.9%	+$64K	0.12%	171
2025 Q4	$6.92M	Buy	331,313 +28,238	+9%	+$591K	0.13%	164
2025 Q3	$6.33M	Buy	303,075 +7,674	+3%	+$159K	0.13%	165
2025 Q2	$6.09M	Buy	+295,401	New	+$5.99M	0.15%	143

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

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

Modern Wealth Management increased its Invesco BulletShares 2032 Corporate Bond ETF (BSCW) stake by 16% in Q2 2026, buying an estimated $1.08M and bringing the position to 386,808 shares worth $7.93M. The position accounts for 0.09% of the portfolio, ranked #206.

Modern Wealth Management first reported a position in BSCW in Q2 2025 and has held it in 5 quarters since. 170 funds tracked by Wall St. Rank hold BSCW as of Q2 2026.

Modern Wealth Management held 386,808 shares of Invesco BulletShares 2032 Corporate Bond ETF worth $7.93M as of Q2 2026.
Modern Wealth Management bought 52,425 Invesco BulletShares 2032 Corporate Bond ETF shares in Q2 2026, an estimated $1.08M.
Invesco BulletShares 2032 Corporate Bond ETF made up 0.09% of Modern Wealth Management's portfolio in Q2 2026, its #206 holding.
Modern Wealth Management first reported a position in Invesco BulletShares 2032 Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
170 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Corporate Bond ETF as of Q2 2026.

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