The firm increased its holdings in BSCW by 138,644 shares, valuing the purchase at $2.9 million in Q1 2026.
MONECO Advisors added 138,644 shares of the Invesco BulletShares 2032 Corporate Bond ETF (BSCW) in the first quarter of 2026, according to an SEC filing. The transaction was valued at approximately $2.9 million, based on the quarter’s average closing price. The firm’s total holdings in BSCW reached $21.8 million by quarter-end.
After the purchase, BSCW accounted for 1.69% of MONECO’s 13F reportable assets under management. The ETF, which targets investment-grade corporate bonds maturing in 2032, has underperformed the S&P 500 by 23 percentage points over the past year but outperformed its category benchmark by 2.5 percentage points. As of May 8, 2026, BSCW shares traded at $20.67.
MONECO’s top holdings include NYSE-listed ETFs SGOV ($60.4 million), SPYM ($47.2 million), and SPYV ($42.1 million), alongside NASDAQ-listed AAPL ($34.0 million). The firm’s allocation reflects a focus on fixed-income and equity exposures.