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

Colonial Trust 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	$1.49M	Buy	72,364 +13,395	+23%	+$279K	0.12%	106
2025 Q4	$1.23M	Buy	58,969 +17,683	+43%	+$370K	0.09%	112
2025 Q3	$862K	Buy	41,286 +12,467	+43%	+$258K	0.07%	131
2025 Q2	$594K	Buy	28,819 +1	+0%	+$20	0.05%	137
2025 Q1	$587K	Buy	28,818 +2,443	+9%	+$49.4K	0.05%	135
2024 Q4	$530K	Buy	26,375 +8,915	+51%	+$182K	0.05%	140
2024 Q3	$366K	Buy	+17,460	New	+$360K	0.03%	162

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

Colonial Trust Advisors's BSCW Position: Q1 2026 in Review

Colonial Trust Advisors increased its Invesco BulletShares 2032 Corporate Bond ETF (BSCW) stake by 23% in Q1 2026, buying an estimated $279K and bringing the position to 72,364 shares worth $1.49M. The position accounts for 0.12% of the portfolio, ranked #106.

Colonial Trust Advisors first reported a position in BSCW in Q3 2024 and has held it in 7 quarters since. 164 funds tracked by Wall St. Rank hold BSCW as of Q1 2026.

Colonial Trust Advisors held 72,364 shares of Invesco BulletShares 2032 Corporate Bond ETF worth $1.49M as of Q1 2026.
Colonial Trust Advisors bought 13,395 Invesco BulletShares 2032 Corporate Bond ETF shares in Q1 2026, an estimated $279K.
Invesco BulletShares 2032 Corporate Bond ETF made up 0.12% of Colonial Trust Advisors's portfolio in Q1 2026, its #106 holding.
Colonial Trust Advisors first reported a position in Invesco BulletShares 2032 Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
164 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Corporate Bond ETF as of Q1 2026.

Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.