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Cherry Tree Wealth Management’s Invesco BulletShares 2032 Corporate Bond ETF BSCW Stock Holding History

Cherry Tree 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 		$312K Hold
15,132
– – 0.07% 126
2025
Q4 		$316K Hold
15,132
– – 0.07% 128
2025
Q3 		$316K Hold
15,132
– – 0.07% 124
2025
Q2 		$312K Hold
15,132
– – 0.07% 125
2025
Q1 		$308K Hold
15,132
– – 0.07% 126
2024
Q4 		$304K Hold
15,132
– – 0.08% 127
2024
Q3 		$317K Hold
15,132
– – 0.08% 134
2024
Q2 		$303K Hold
15,132
– – 0.08% 132
2024
Q1 		$306K Buy
+15,132
New +$307K 0.08% 131

Other funds holding BSCW

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
MA
MONECO Advisors Fairfield, Connecticut $1.64B AUM 25.43% 1-Year Est. Return

Cherry Tree Wealth Management's BSCW Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Invesco BulletShares 2032 Corporate Bond ETF (BSCW) position steady in Q1 2026 at 15,132 shares worth $312K. The position accounts for 0.07% of the portfolio, ranked #126.

Cherry Tree Wealth Management first reported a position in BSCW in Q1 2024 and has held it in 9 quarters since. The position peaked at $317K in Q3 2024. 164 funds tracked by Wall St. Rank hold BSCW as of Q1 2026.

  • Cherry Tree Wealth Management held 15,132 shares of Invesco BulletShares 2032 Corporate Bond ETF worth $312K as of Q1 2026.
  • Cherry Tree Wealth Management left its Invesco BulletShares 2032 Corporate Bond ETF share count unchanged in Q1 2026.
  • Invesco BulletShares 2032 Corporate Bond ETF made up 0.07% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #126 holding.
  • Cherry Tree Wealth Management first reported a position in Invesco BulletShares 2032 Corporate Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • Cherry Tree Wealth Management's Invesco BulletShares 2032 Corporate Bond ETF position peaked at $317K in Q3 2024.
  • 164 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Corporate Bond ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.