Cherry Tree Wealth Management
BSCW icon

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
Q3 		$296K Hold
15,132
– – 0.06% 132
2026
Q2 		$310K Hold
15,132
– – 0.06% 128
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

Hengehold Capital Management
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Foronjy Financial
Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Capital Investment Counsel (Colorado)
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return
Strategic Financial Group
Strategic Financial Group Grand Haven, Michigan $103M AUM
Gill Capital Partners
Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Decker Wealth Management LLC
Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return
Carroll Advisory Group
Carroll Advisory Group Texarkana, Texas $317M AUM 11.14% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Cherry Tree Wealth Management's BSCW Position: Q3 2026 in Review

Cherry Tree Wealth Management held its Invesco BulletShares 2032 Corporate Bond ETF (BSCW) position steady in Q3 2026 at 15,132 shares worth $296K. The position accounts for 0.06% of the portfolio, ranked #132.

Cherry Tree Wealth Management first reported a position in BSCW in Q1 2024 and has held it in 11 quarters since. The position peaked at $317K in Q3 2024. 37 funds tracked by Wall St. Rank hold BSCW as of Q3 2026.

  • Cherry Tree Wealth Management held 15,132 shares of Invesco BulletShares 2032 Corporate Bond ETF worth $296K as of Q3 2026.
  • Cherry Tree Wealth Management left its Invesco BulletShares 2032 Corporate Bond ETF share count unchanged in Q3 2026.
  • Invesco BulletShares 2032 Corporate Bond ETF made up 0.06% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #132 holding.
  • Cherry Tree Wealth Management first reported a position in Invesco BulletShares 2032 Corporate Bond ETF in Q1 2024 and has held it in 11 quarters since.
  • Cherry Tree Wealth Management's Invesco BulletShares 2032 Corporate Bond ETF position peaked at $317K in Q3 2024.
  • 37 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Corporate Bond ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.