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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
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 $12.7B AUM 17.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MA
MONECO Advisors Fairfield, Connecticut $1.29B AUM 18.01% 1-Year Est. Return

Waverly Advisors's BSCW Position: Q1 2026 in Review

Waverly Advisors increased its Invesco BulletShares 2032 Corporate Bond ETF (BSCW) stake by 9.1% in Q1 2026, buying an estimated $31.1K and bringing the position to 17,913 shares worth $369K. The position accounts for ﹤0.01% of the portfolio, ranked #1220.

Waverly Advisors first reported a position in BSCW in Q3 2024 and has held it in 7 quarters since. 164 funds tracked by Wall St. Rank hold BSCW as of Q1 2026.

  • Waverly Advisors held 17,913 shares of Invesco BulletShares 2032 Corporate Bond ETF worth $369K as of Q1 2026.
  • Waverly Advisors bought 1,495 Invesco BulletShares 2032 Corporate Bond ETF shares in Q1 2026, an estimated $31.1K.
  • Invesco BulletShares 2032 Corporate Bond ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1220 holding.
  • Waverly Advisors first reported a position in Invesco BulletShares 2032 Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • 164 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Corporate Bond ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.