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

Colonial Trust’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 		$1.05M Buy
50,879
+7,100
+16% +$148K 0.14% 119
2025
Q4 		$914K Buy
43,779
+8,687
+25% +$182K 0.12% 129
2025
Q3 		$733K Buy
35,092
+10,712
+44% +$222K 0.1% 149
2025
Q2 		$502K Hold
24,380
– – 0.07% 174
2025
Q1 		$497K Hold
24,380
– – 0.08% 172
2024
Q4 		$490K Buy
24,380
+8,980
+58% +$184K 0.07% 181
2024
Q3 		$323K Buy
15,400
+400
+3% +$8.26K 0.05% 222
2024
Q2 		$300K Hold
15,000
– – 0.05% 211
2024
Q1 		$304K Hold
15,000
– – 0.06% 214
2023
Q4 		$310K Buy
+15,000
New +$293K 0.06% 202

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

Colonial Trust's BSCW Position: Q1 2026 in Review

Colonial Trust increased its Invesco BulletShares 2032 Corporate Bond ETF (BSCW) stake by 16% in Q1 2026, buying an estimated $148K and bringing the position to 50,879 shares worth $1.05M. The position accounts for 0.14% of the portfolio, ranked #119.

Colonial Trust first reported a position in BSCW in Q4 2023 and has held it in 10 quarters since. 164 funds tracked by Wall St. Rank hold BSCW as of Q1 2026.

  • Colonial Trust held 50,879 shares of Invesco BulletShares 2032 Corporate Bond ETF worth $1.05M as of Q1 2026.
  • Colonial Trust bought 7,100 Invesco BulletShares 2032 Corporate Bond ETF shares in Q1 2026, an estimated $148K.
  • Invesco BulletShares 2032 Corporate Bond ETF made up 0.14% of Colonial Trust's portfolio in Q1 2026, its #119 holding.
  • Colonial Trust first reported a position in Invesco BulletShares 2032 Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • 164 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Corporate Bond ETF as of Q1 2026.

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