RMDI
BSCW icon

R.M. Davis Inc’s Invesco BulletShares 2032 Corporate Bond ETF BSCW Stock Holding History

R.M. Davis Inc’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 		$2.25M Buy
109,188
+20,321
+23% +$423K 0.04% 107
2025
Q4 		$1.86M Buy
88,867
+38,992
+78% +$815K 0.03% 125
2025
Q3 		$1.04M Buy
49,875
+11,633
+30% +$241K 0.02% 153
2025
Q2 		$788K Buy
38,242
+4,989
+15% +$101K 0.01% 171
2025
Q1 		$677K Buy
33,253
+14,757
+80% +$298K 0.01% 176
2024
Q4 		$372K Buy
18,496
+8,922
+93% +$183K 0.01% 222
2024
Q3 		$201K Buy
+9,574
New +$198K ﹤0.01% 268

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 $1.14B AUM 12.97% 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