MAI Capital Management’s Invesco BulletShares 2032 Corporate Bond ETF BSCW Stock Holding History

MAI Capital 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 Q1	$7.8M	Buy	378,647 +39,636	+12%	+$826K	0.04%	322
2025 Q4	$7.08M	Buy	339,011 +89,522	+36%	+$1.87M	0.04%	336
2025 Q3	$5.21M	Buy	249,489 +67,334	+37%	+$1.4M	0.03%	360
2025 Q2	$3.75M	Buy	182,155 +58,187	+47%	+$1.18M	0.03%	381
2025 Q1	$2.53M	Buy	123,968 +29,765	+32%	+$602K	0.02%	441
2024 Q4	$1.89M	Buy	+94,203	New	+$1.93M	0.01%	491

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

MAI Capital Management's BSCW Position: Q1 2026 in Review

MAI Capital Management increased its Invesco BulletShares 2032 Corporate Bond ETF (BSCW) stake by 12% in Q1 2026, buying an estimated $826K and bringing the position to 378,647 shares worth $7.8M. The position accounts for 0.04% of the portfolio, ranked #322.

MAI Capital Management first reported a position in BSCW in Q4 2024 and has held it in 6 quarters since. 164 funds tracked by Wall St. Rank hold BSCW as of Q1 2026.

MAI Capital Management held 378,647 shares of Invesco BulletShares 2032 Corporate Bond ETF worth $7.8M as of Q1 2026.
MAI Capital Management bought 39,636 Invesco BulletShares 2032 Corporate Bond ETF shares in Q1 2026, an estimated $826K.
Invesco BulletShares 2032 Corporate Bond ETF made up 0.04% of MAI Capital Management's portfolio in Q1 2026, its #322 holding.
MAI Capital Management first reported a position in Invesco BulletShares 2032 Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
164 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Corporate Bond ETF as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.