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Sequoia Financial Advisors’s Invesco BulletShares 2032 Corporate Bond ETF BSCW Stock Holding History

Sequoia Financial 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 		$10.5M Sell
512,884
-393,206
-43% -$8.09M 0.05% 219
2026
Q1 		$18.7M Sell
906,090
-37,715
-4% -$786K 0.1% 133
2025
Q4 		$19.7M Buy
+943,805
New +$19.7M 0.11% 133

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
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
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Sequoia Financial Advisors's BSCW Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Invesco BulletShares 2032 Corporate Bond ETF (BSCW) stake by 43% in Q2 2026, selling an estimated $8.09M and leaving 512,884 shares worth $10.5M. The position accounts for 0.05% of the portfolio, ranked #219.

Sequoia Financial Advisors first reported a position in BSCW in Q4 2025 and has held it in 3 quarters since. The position peaked at $19.7M in Q4 2025. 32 funds tracked by Wall St. Rank hold BSCW as of Q2 2026.

  • Sequoia Financial Advisors held 512,884 shares of Invesco BulletShares 2032 Corporate Bond ETF worth $10.5M as of Q2 2026.
  • Sequoia Financial Advisors sold 393,206 Invesco BulletShares 2032 Corporate Bond ETF shares in Q2 2026, an estimated $8.09M.
  • Invesco BulletShares 2032 Corporate Bond ETF made up 0.05% of Sequoia Financial Advisors's portfolio in Q2 2026, its #219 holding.
  • Sequoia Financial Advisors first reported a position in Invesco BulletShares 2032 Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Sequoia Financial Advisors's Invesco BulletShares 2032 Corporate Bond ETF position peaked at $19.7M in Q4 2025.
  • 32 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Corporate Bond ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.