Atria Investments’s Invesco BulletShares 2032 Corporate Bond ETF BSCW Stock Holding History

Atria Investments’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	$2.79M	Sell	135,567 -4,730	-3%	-$98.5K	0.03%	552
2025 Q4	$2.93M	Buy	140,297 +12,881	+10%	+$269K	0.03%	574
2025 Q3	$2.66M	Buy	127,416 +6,088	+5%	+$126K	0.03%	607
2025 Q2	$2.5M	Sell	121,328 -712	-0.6%	-$14.4K	0.03%	637
2025 Q1	$2.49M	Buy	122,040 +56,425	+86%	+$1.14M	0.03%	616
2024 Q4	$1.32M	Buy	65,615 +10,254	+19%	+$210K	0.02%	850
2024 Q3	$1.16M	Buy	55,361 +15,019	+37%	+$310K	0.01%	897
2024 Q2	$808K	Buy	+40,342	New	+$806K	0.01%	1050

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

Atria Investments's BSCW Position: Q1 2026 in Review

Atria Investments reduced its Invesco BulletShares 2032 Corporate Bond ETF (BSCW) stake by 3.4% in Q1 2026, selling an estimated $98.5K and leaving 135,567 shares worth $2.79M. The position accounts for 0.03% of the portfolio, ranked #552.

Atria Investments first reported a position in BSCW in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.93M in Q4 2025. 164 funds tracked by Wall St. Rank hold BSCW as of Q1 2026.

Atria Investments held 135,567 shares of Invesco BulletShares 2032 Corporate Bond ETF worth $2.79M as of Q1 2026.
Atria Investments sold 4,730 Invesco BulletShares 2032 Corporate Bond ETF shares in Q1 2026, an estimated $98.5K.
Invesco BulletShares 2032 Corporate Bond ETF made up 0.03% of Atria Investments's portfolio in Q1 2026, its #552 holding.
Atria Investments first reported a position in Invesco BulletShares 2032 Corporate Bond ETF in Q2 2024 and has held it in 8 quarters since.
Atria Investments's Invesco BulletShares 2032 Corporate Bond ETF position peaked at $2.93M in Q4 2025.
164 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Corporate Bond ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.