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

Clearstead 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	$6.02M	Buy	292,485 +2,444	+0.8%	+$50.9K	0.06%	211
2025 Q4	$6.05M	Buy	290,041 +11,714	+4%	+$245K	0.08%	178
2025 Q3	$5.81M	Buy	278,327 +1,317	+0.5%	+$27.3K	0.08%	184
2025 Q2	$5.71M	Buy	277,010 +13,687	+5%	+$278K	0.08%	180
2025 Q1	$5.36M	Buy	+263,323	New	+$5.32M	0.08%	173

Other funds holding BSCW

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.29B AUM 18.01% 1-Year Est. Return

Clearstead Advisors's BSCW Position: Q1 2026 in Review

Clearstead Advisors increased its Invesco BulletShares 2032 Corporate Bond ETF (BSCW) stake by 0.84% in Q1 2026, buying an estimated $50.9K and bringing the position to 292,485 shares worth $6.02M. The position accounts for 0.06% of the portfolio, ranked #211.

Clearstead Advisors first reported a position in BSCW in Q1 2025 and has held it in 5 quarters since. The position peaked at $6.05M in Q4 2025. 164 funds tracked by Wall St. Rank hold BSCW as of Q1 2026.

Clearstead Advisors held 292,485 shares of Invesco BulletShares 2032 Corporate Bond ETF worth $6.02M as of Q1 2026.
Clearstead Advisors bought 2,444 Invesco BulletShares 2032 Corporate Bond ETF shares in Q1 2026, an estimated $50.9K.
Invesco BulletShares 2032 Corporate Bond ETF made up 0.06% of Clearstead Advisors's portfolio in Q1 2026, its #211 holding.
Clearstead Advisors first reported a position in Invesco BulletShares 2032 Corporate Bond ETF in Q1 2025 and has held it in 5 quarters since.
Clearstead Advisors's Invesco BulletShares 2032 Corporate Bond ETF position peaked at $6.05M in Q4 2025.
164 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Corporate Bond ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.