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

Segment 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 		$227K Hold
11,080
– – 0.01% 300
2026
Q1 		$228K Buy
+11,080
New +$231K 0.01% 293

Other funds holding BSCW

HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
SFG
Strategic Financial Group Grand Haven, Michigan $104M AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return
IWC
Infinity Wealth Counsel Loveland, Ohio $124M AUM 13.55% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

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

Segment Wealth Management held its Invesco BulletShares 2032 Corporate Bond ETF (BSCW) position steady in Q2 2026 at 11,080 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #300.

Segment Wealth Management first reported a position in BSCW in Q1 2026 and has held it in 2 quarters since. The position peaked at $228K in Q1 2026. 32 funds tracked by Wall St. Rank hold BSCW as of Q2 2026.

  • Segment Wealth Management held 11,080 shares of Invesco BulletShares 2032 Corporate Bond ETF worth $227K as of Q2 2026.
  • Segment Wealth Management left its Invesco BulletShares 2032 Corporate Bond ETF share count unchanged in Q2 2026.
  • Invesco BulletShares 2032 Corporate Bond ETF made up 0.01% of Segment Wealth Management's portfolio in Q2 2026, its #300 holding.
  • Segment Wealth Management first reported a position in Invesco BulletShares 2032 Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Segment Wealth Management's Invesco BulletShares 2032 Corporate Bond ETF position peaked at $228K in Q1 2026.
  • 32 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Corporate Bond ETF as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.