Coordinated Financial Services’s Invesco BulletShares 2032 Corporate Bond ETF BSCW Stock Holding History

Coordinated Financial Services’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	$701K	Buy	34,067 +126	+0.4%	+$2.63K	0.4%	74
2025 Q4	$709K	Sell	33,941 -504	-1%	-$10.5K	0.41%	75
2025 Q3	$719K	Buy	34,445 +5,162	+18%	+$107K	0.46%	67
2025 Q2	$603K	Buy	29,283 +2,167	+8%	+$44K	0.42%	70
2025 Q1	$552K	Buy	27,116 +11,154	+70%	+$226K	0.42%	72
2024 Q4	$321K	Buy	+15,962	New	+$327K	0.25%	102
2024 Q2	$273K	Buy	13,660 +3,631	+36%	+$72.5K	0.23%	102
2024 Q1	$203K	Buy	+10,029	New	+$203K	0.18%	126

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

Coordinated Financial Services's BSCW Position: Q1 2026 in Review

Coordinated Financial Services increased its Invesco BulletShares 2032 Corporate Bond ETF (BSCW) stake by 0.37% in Q1 2026, buying an estimated $2.63K and bringing the position to 34,067 shares worth $701K. The position accounts for 0.4% of the portfolio, ranked #74.

Coordinated Financial Services first reported a position in BSCW in Q1 2024 and has held it in 8 quarters since. The position peaked at $719K in Q3 2025. 164 funds tracked by Wall St. Rank hold BSCW as of Q1 2026.

Coordinated Financial Services held 34,067 shares of Invesco BulletShares 2032 Corporate Bond ETF worth $701K as of Q1 2026.
Coordinated Financial Services bought 126 Invesco BulletShares 2032 Corporate Bond ETF shares in Q1 2026, an estimated $2.63K.
Invesco BulletShares 2032 Corporate Bond ETF made up 0.4% of Coordinated Financial Services's portfolio in Q1 2026, its #74 holding.
Coordinated Financial Services first reported a position in Invesco BulletShares 2032 Corporate Bond ETF in Q1 2024 and has held it in 8 quarters since.
Coordinated Financial Services's Invesco BulletShares 2032 Corporate Bond ETF position peaked at $719K in Q3 2025.
164 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Corporate Bond ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.