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Cassaday & Co Wealth Management’s Invesco BulletShares 2032 Corporate Bond ETF BSCW Stock Holding History

Cassaday & Co Wealth Management’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 		– Sell
-9,794
Closed -$204K – 1363
2025
Q4 		$204K Buy
+9,794
New +$205K ﹤0.01% 347

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

Cassaday & Co Wealth Management's BSCW Position: Q1 2026 in Review

Cassaday & Co Wealth Management sold out of Invesco BulletShares 2032 Corporate Bond ETF (BSCW) in Q1 2026, closing a stake of 9,794 shares — an estimated $204K sold.

Cassaday & Co Wealth Management first reported a position in BSCW in Q4 2025 and held it in 1 quarter. The position peaked at $204K in Q4 2025. 164 funds tracked by Wall St. Rank hold BSCW as of Q1 2026.

  • Cassaday & Co Wealth Management reported no remaining Invesco BulletShares 2032 Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Cassaday & Co Wealth Management sold 9,794 Invesco BulletShares 2032 Corporate Bond ETF shares in Q1 2026, an estimated $204K.
  • Cassaday & Co Wealth Management first reported a position in Invesco BulletShares 2032 Corporate Bond ETF in Q4 2025 and held it in 1 quarter.
  • Cassaday & Co Wealth Management's Invesco BulletShares 2032 Corporate Bond ETF position peaked at $204K in Q4 2025.
  • 164 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Corporate Bond ETF as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.