Somerset Trust
BSCW icon

Somerset Trust’s Invesco BulletShares 2032 Corporate Bond ETF BSCW Stock Holding History

Somerset Trust’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
Q3 		$246K Buy
12,579
+1,646
+15% +$33.2K 0.07% 155
2026
Q2 		$224K Buy
+10,933
New +$225K 0.06% 169

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Hengehold Capital Management
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MONECO Advisors
MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return
Foronjy Financial
Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Capital Investment Counsel (Colorado)
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.85% 1-Year Est. Return
Strategic Financial Group
Strategic Financial Group Grand Haven, Michigan $103M AUM
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $898M AUM 10.42% 1-Year Est. Return
Gill Capital Partners
Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

Somerset Trust's BSCW Position: Q3 2026 in Review

Somerset Trust increased its Invesco BulletShares 2032 Corporate Bond ETF (BSCW) stake by 15% in Q3 2026, buying an estimated $33.2K and bringing the position to 12,579 shares worth $246K. The position accounts for 0.07% of the portfolio, ranked #155.

Somerset Trust first reported a position in BSCW in Q2 2026 and has held it in 2 quarters since. 122 funds tracked by Wall St. Rank hold BSCW as of Q3 2026.

  • Somerset Trust held 12,579 shares of Invesco BulletShares 2032 Corporate Bond ETF worth $246K as of Q3 2026.
  • Somerset Trust bought 1,646 Invesco BulletShares 2032 Corporate Bond ETF shares in Q3 2026, an estimated $33.2K.
  • Invesco BulletShares 2032 Corporate Bond ETF made up 0.07% of Somerset Trust's portfolio in Q3 2026, its #155 holding.
  • Somerset Trust first reported a position in Invesco BulletShares 2032 Corporate Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 122 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Corporate Bond ETF as of Q3 2026.

Based on Somerset Trust's 13F filing for Q3 2026, filed 13 Oct 2026.