MWM
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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
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 $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

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

Modern Wealth Management increased its Invesco BulletShares 2032 Corporate Bond ETF (BSCW) stake by 0.93% in Q1 2026, buying an estimated $64K and bringing the position to 334,383 shares worth $6.89M. The position accounts for 0.12% of the portfolio, ranked #171.

Modern Wealth Management first reported a position in BSCW in Q2 2025 and has held it in 4 quarters since. The position peaked at $6.92M in Q4 2025. 164 funds tracked by Wall St. Rank hold BSCW as of Q1 2026.

  • Modern Wealth Management held 334,383 shares of Invesco BulletShares 2032 Corporate Bond ETF worth $6.89M as of Q1 2026.
  • Modern Wealth Management bought 3,070 Invesco BulletShares 2032 Corporate Bond ETF shares in Q1 2026, an estimated $64K.
  • Invesco BulletShares 2032 Corporate Bond ETF made up 0.12% of Modern Wealth Management's portfolio in Q1 2026, its #171 holding.
  • Modern Wealth Management first reported a position in Invesco BulletShares 2032 Corporate Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Modern Wealth Management's Invesco BulletShares 2032 Corporate Bond ETF position peaked at $6.92M in Q4 2025.
  • 164 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Corporate Bond ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.