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Strategic Financial Group’s Invesco BulletShares 2032 Corporate Bond ETF BSCW Stock Holding History

Strategic Financial Group’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 		$13.9M Buy
678,051
+5,669
+0.8% +$117K 13.32% 4
2026
Q1 		$13.8M Buy
+672,382
New +$14M 14.25% 3

Other funds holding BSCW

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
MA
MONECO Advisors Fairfield, Connecticut $1.64B AUM 25.43% 1-Year Est. Return

Strategic Financial Group's BSCW Position: Q2 2026 in Review

Strategic Financial Group increased its Invesco BulletShares 2032 Corporate Bond ETF (BSCW) stake by 0.84% in Q2 2026, buying an estimated $117K and bringing the position to 678,051 shares worth $13.9M. The position accounts for 13.32% of the portfolio, ranked #4.

Strategic Financial Group first reported a position in BSCW in Q1 2026 and has held it in 2 quarters since. 169 funds tracked by Wall St. Rank hold BSCW as of Q2 2026.

  • Strategic Financial Group held 678,051 shares of Invesco BulletShares 2032 Corporate Bond ETF worth $13.9M as of Q2 2026.
  • Strategic Financial Group bought 5,669 Invesco BulletShares 2032 Corporate Bond ETF shares in Q2 2026, an estimated $117K.
  • Invesco BulletShares 2032 Corporate Bond ETF made up 13.32% of Strategic Financial Group's portfolio in Q2 2026, its #4 holding.
  • Strategic Financial Group first reported a position in Invesco BulletShares 2032 Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 169 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Corporate Bond ETF as of Q2 2026.

Based on Strategic Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.