Novare Capital Management’s Invesco BulletShares 2032 Corporate Bond ETF BSCW Stock Holding History

Novare Capital 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	$2.44M	Buy	118,715 +2,040	+2%	+$42.5K	0.19%	82
2025 Q4	$2.44M	Buy	116,675 +2,970	+3%	+$62.1K	0.18%	79
2025 Q3	$2.37M	Buy	113,705 +14,463	+15%	+$300K	0.18%	82
2025 Q2	$2.04M	Buy	99,242 +6,289	+7%	+$128K	0.17%	90
2025 Q1	$1.89M	Buy	92,953 +12,049	+15%	+$244K	0.17%	92
2024 Q4	$1.63M	Buy	80,904 +59,319	+275%	+$1.21M	0.14%	97
2024 Q3	$453K	Buy	+21,585	New	+$446K	0.04%	141

Other funds holding BSCW

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.29B AUM 18.01% 1-Year Est. Return

Novare Capital Management's BSCW Position: Q1 2026 in Review

Novare Capital Management increased its Invesco BulletShares 2032 Corporate Bond ETF (BSCW) stake by 1.7% in Q1 2026, buying an estimated $42.5K and bringing the position to 118,715 shares worth $2.44M. The position accounts for 0.19% of the portfolio, ranked #82.

Novare Capital Management first reported a position in BSCW in Q3 2024 and has held it in 7 quarters since. 164 funds tracked by Wall St. Rank hold BSCW as of Q1 2026.

Novare Capital Management held 118,715 shares of Invesco BulletShares 2032 Corporate Bond ETF worth $2.44M as of Q1 2026.
Novare Capital Management bought 2,040 Invesco BulletShares 2032 Corporate Bond ETF shares in Q1 2026, an estimated $42.5K.
Invesco BulletShares 2032 Corporate Bond ETF made up 0.19% of Novare Capital Management's portfolio in Q1 2026, its #82 holding.
Novare Capital Management first reported a position in Invesco BulletShares 2032 Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
164 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Corporate Bond ETF as of Q1 2026.

Based on Novare Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.