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

Waverly 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	$363K	Sell	17,715 -198	-1%	-$4.07K	﹤0.01%	1325
2026 Q1	$369K	Buy	17,913 +1,495	+9%	+$31.1K	﹤0.01%	1220
2025 Q4	$343K	Buy	16,418 +34	+0.2%	+$711	﹤0.01%	1156
2025 Q3	$342K	Buy	16,384 +35	+0.2%	+$726	﹤0.01%	986
2025 Q2	$337K	Buy	16,349 +601	+4%	+$12.2K	﹤0.01%	930
2025 Q1	$321K	Buy	15,748 +874	+6%	+$17.7K	﹤0.01%	904
2024 Q4	$299K	Buy	14,874 +2,200	+17%	+$45K	﹤0.01%	822
2024 Q3	$266K	Buy	+12,674	New	+$262K	﹤0.01%	711

Other funds holding BSCW

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

MONECO Advisors Fairfield, Connecticut $1.64B AUM 25.43% 1-Year Est. Return

Waverly Advisors's BSCW Position: Q2 2026 in Review

Waverly Advisors reduced its Invesco BulletShares 2032 Corporate Bond ETF (BSCW) stake by 1.1% in Q2 2026, selling an estimated $4.07K and leaving 17,715 shares worth $363K. The position accounts for ﹤0.01% of the portfolio, ranked #1325.

Waverly Advisors first reported a position in BSCW in Q3 2024 and has held it in 8 quarters since. The position peaked at $369K in Q1 2026. 170 funds tracked by Wall St. Rank hold BSCW as of Q2 2026.

Waverly Advisors held 17,715 shares of Invesco BulletShares 2032 Corporate Bond ETF worth $363K as of Q2 2026.
Waverly Advisors sold 198 Invesco BulletShares 2032 Corporate Bond ETF shares in Q2 2026, an estimated $4.07K.
Invesco BulletShares 2032 Corporate Bond ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1325 holding.
Waverly Advisors first reported a position in Invesco BulletShares 2032 Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
Waverly Advisors's Invesco BulletShares 2032 Corporate Bond ETF position peaked at $369K in Q1 2026.
170 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Corporate Bond ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.