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

Addison 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	$5.98M	Buy	290,687 +16,223	+6%	+$338K	1.32%	16
2025 Q4	$5.73M	Buy	274,464 +14,765	+6%	+$309K	1.29%	16
2025 Q3	$5.42M	Buy	259,699 +25,277	+11%	+$524K	1.26%	18
2025 Q2	$4.83M	Buy	234,422 +9,737	+4%	+$197K	1.21%	18
2025 Q1	$4.58M	Buy	224,685 +10,959	+5%	+$222K	1.25%	18
2024 Q4	$4.3M	Buy	213,726 +17,962	+9%	+$368K	1.2%	18
2024 Q3	$4.11M	Buy	195,764 +29,479	+18%	+$609K	1.14%	19
2024 Q2	$3.33M	Buy	166,285 +12,652	+8%	+$253K	1.07%	21
2024 Q1	$3.11M	Buy	153,633 +17,404	+13%	+$353K	1.07%	21
2023 Q4	$2.82M	Buy	136,229 +65,755	+93%	+$1.29M	1.1%	20
2023 Q3	$1.35M	Buy	70,474 +47,900	+212%	+$947K	0.63%	34
2023 Q2	$454K	Buy	+22,574	New	+$459K	0.22%	84

Other funds holding BSCW

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.29B AUM 18.01% 1-Year Est. Return

Addison Advisors's BSCW Position: Q1 2026 in Review

Addison Advisors increased its Invesco BulletShares 2032 Corporate Bond ETF (BSCW) stake by 5.9% in Q1 2026, buying an estimated $338K and bringing the position to 290,687 shares worth $5.98M. The position accounts for 1.32% of the portfolio, ranked #16.

Addison Advisors first reported a position in BSCW in Q2 2023 and has held it in 12 quarters since. 164 funds tracked by Wall St. Rank hold BSCW as of Q1 2026.

Addison Advisors held 290,687 shares of Invesco BulletShares 2032 Corporate Bond ETF worth $5.98M as of Q1 2026.
Addison Advisors bought 16,223 Invesco BulletShares 2032 Corporate Bond ETF shares in Q1 2026, an estimated $338K.
Invesco BulletShares 2032 Corporate Bond ETF made up 1.32% of Addison Advisors's portfolio in Q1 2026, its #16 holding.
Addison Advisors first reported a position in Invesco BulletShares 2032 Corporate Bond ETF in Q2 2023 and has held it in 12 quarters since.
164 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Corporate Bond ETF as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.