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Capital Analysts LLC’s Invesco BulletShares 2032 Corporate Bond ETF BSCW Stock Holding History

Capital Analysts LLC’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 		$272K Buy
13,194
+1,268
+11% +$26.4K 0.01% 580
2025
Q4 		$249K Buy
11,926
+70
+0.6% +$1.46K 0.01% 576
2025
Q3 		$248K Buy
11,856
+72
+0.6% +$1.49K 0.01% 555
2025
Q2 		$243K Buy
11,784
+1,320
+13% +$26.8K 0.01% 512
2025
Q1 		$213K Sell
10,464
-1,307
-11% -$26.4K 0.01% 523
2024
Q4 		$237K Buy
11,771
+169
+1% +$3.46K 0.01% 463
2024
Q3 		$243K Buy
11,602
+7,629
+192% +$158K 0.01% 435
2024
Q2 		$80K Buy
3,973
+2,428
+157% +$48.5K ﹤0.01% 619
2024
Q1 		$31K Buy
1,545
+6
+0.4% +$122 ﹤0.01% 753
2023
Q4 		$32K Buy
+1,539
New +$30.1K ﹤0.01% 738

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

Capital Analysts LLC's BSCW Position: Q1 2026 in Review

Capital Analysts LLC increased its Invesco BulletShares 2032 Corporate Bond ETF (BSCW) stake by 11% in Q1 2026, buying an estimated $26.4K and bringing the position to 13,194 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #580.

Capital Analysts LLC first reported a position in BSCW in Q4 2023 and has held it in 10 quarters since. 164 funds tracked by Wall St. Rank hold BSCW as of Q1 2026.

  • Capital Analysts LLC held 13,194 shares of Invesco BulletShares 2032 Corporate Bond ETF worth $272K as of Q1 2026.
  • Capital Analysts LLC bought 1,268 Invesco BulletShares 2032 Corporate Bond ETF shares in Q1 2026, an estimated $26.4K.
  • Invesco BulletShares 2032 Corporate Bond ETF made up 0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #580 holding.
  • Capital Analysts LLC first reported a position in Invesco BulletShares 2032 Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • 164 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Corporate Bond ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.