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Montag & Associates’s Invesco BulletShares 2032 Corporate Bond ETF BSCW Stock Holding History

Montag & Associates’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 		$166K Hold
8,053
– – 0.01% 449
2025
Q4 		$168K Buy
8,053
+5,500
+215% +$115K 0.01% 432
2025
Q3 		$53.3K Hold
2,553
– – ﹤0.01% 586
2025
Q2 		$52.6K Hold
2,553
– – ﹤0.01% 577
2025
Q1 		$52K Buy
+2,553
New +$51.6K ﹤0.01% 615

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

Montag & Associates's BSCW Position: Q1 2026 in Review

Montag & Associates held its Invesco BulletShares 2032 Corporate Bond ETF (BSCW) position steady in Q1 2026 at 8,053 shares worth $166K. The position accounts for 0.01% of the portfolio, ranked #449.

Montag & Associates first reported a position in BSCW in Q1 2025 and has held it in 5 quarters since. The position peaked at $168K in Q4 2025. 164 funds tracked by Wall St. Rank hold BSCW as of Q1 2026.

  • Montag & Associates held 8,053 shares of Invesco BulletShares 2032 Corporate Bond ETF worth $166K as of Q1 2026.
  • Montag & Associates left its Invesco BulletShares 2032 Corporate Bond ETF share count unchanged in Q1 2026.
  • Invesco BulletShares 2032 Corporate Bond ETF made up 0.01% of Montag & Associates's portfolio in Q1 2026, its #449 holding.
  • Montag & Associates first reported a position in Invesco BulletShares 2032 Corporate Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Montag & Associates's Invesco BulletShares 2032 Corporate Bond ETF position peaked at $168K in Q4 2025.
  • 164 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Corporate Bond ETF as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.