CAPTRUST Financial Advisors
BSCW icon

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

CAPTRUST Financial 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 		$1.17M Buy
56,757
+599
+1% +$12.5K ﹤0.01% 1524
2025
Q4 		$1.17M Buy
56,158
+15,731
+39% +$329K ﹤0.01% 1399
2025
Q3 		$844K Buy
40,427
+12,996
+47% +$269K ﹤0.01% 1531
2025
Q2 		$565K Buy
27,431
+3,099
+13% +$62.9K ﹤0.01% 1654
2025
Q1 		$496K Buy
24,332
+6,709
+38% +$136K ﹤0.01% 1648
2024
Q4 		$354K Buy
17,623
+1,664
+10% +$34K ﹤0.01% 1802
2024
Q3 		$335K Buy
+15,959
New +$329K ﹤0.01% 1825
2024
Q2 		– Sell
-18,073
Closed -$366K – 2209
2024
Q1 		$366K Buy
18,073
+157
+0.9% +$3.18K ﹤0.01% 1662
2023
Q4 		$371K Buy
+17,916
New +$350K ﹤0.01% 1968

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

CAPTRUST Financial Advisors's BSCW Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Invesco BulletShares 2032 Corporate Bond ETF (BSCW) stake by 1.1% in Q1 2026, buying an estimated $12.5K and bringing the position to 56,757 shares worth $1.17M. The position accounts for ﹤0.01% of the portfolio, ranked #1524.

CAPTRUST Financial Advisors first reported a position in BSCW in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.17M in Q4 2025. 164 funds tracked by Wall St. Rank hold BSCW as of Q1 2026.

  • CAPTRUST Financial Advisors held 56,757 shares of Invesco BulletShares 2032 Corporate Bond ETF worth $1.17M as of Q1 2026.
  • CAPTRUST Financial Advisors bought 599 Invesco BulletShares 2032 Corporate Bond ETF shares in Q1 2026, an estimated $12.5K.
  • Invesco BulletShares 2032 Corporate Bond ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1524 holding.
  • CAPTRUST Financial Advisors first reported a position in Invesco BulletShares 2032 Corporate Bond ETF in Q4 2023 and has held it in 9 quarters since.
  • CAPTRUST Financial Advisors's Invesco BulletShares 2032 Corporate Bond ETF position peaked at $1.17M in Q4 2025.
  • 164 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Corporate Bond ETF as of Q1 2026.

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