Sax Wealth Advisors’s Invesco BulletShares 2032 Corporate Bond ETF BSCW Stock Holding History

Sax Wealth Advisors’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	$319K	Buy	+15,492	New	+$319K	0.01%	434

Other funds holding BSCW

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Strategic Financial Group Grand Haven, Michigan $104M AUM

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

NorthAvenue LLC Columbus, Ohio $140M AUM

Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return

Infinity Wealth Counsel Loveland, Ohio $124M AUM 13.55% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Sax Wealth Advisors's BSCW Position: Q2 2026 in Review

Sax Wealth Advisors opened a new position in Invesco BulletShares 2032 Corporate Bond ETF (BSCW) in Q2 2026: 15,492 shares worth $319K. The stake represents 0.01% of the portfolio and ranks #434 among its holdings.

38 funds tracked by Wall St. Rank hold BSCW as of Q2 2026.

Sax Wealth Advisors held 15,492 shares of Invesco BulletShares 2032 Corporate Bond ETF worth $319K as of Q2 2026.
Invesco BulletShares 2032 Corporate Bond ETF was a new Sax Wealth Advisors position in Q2 2026.
Invesco BulletShares 2032 Corporate Bond ETF made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #434 holding.
38 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Corporate Bond ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.