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

Rockefeller 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	$108K	Buy	+5,235	New	+$109K	﹤0.01%	2834
2025 Q2	–	Sell	-11,900	Closed	-$242K	–	1726
2025 Q1	$242K	Hold	11,900	–	–	﹤0.01%	1627
2024 Q4	$239K	Sell	11,900 -1,475	-11%	-$30.2K	﹤0.01%	1630
2024 Q3	$280K	Hold	13,375	–	–	﹤0.01%	1552
2024 Q2	$268K	Hold	13,375	–	–	﹤0.01%	1577
2024 Q1	$271K	Buy	13,375 +1,475	+12%	+$29.9K	﹤0.01%	1613
2023 Q4	$246K	Hold	11,900	–	–	﹤0.01%	1500
2023 Q3	$228K	Sell	11,900 -100	-0.8%	-$1.98K	﹤0.01%	1463
2023 Q2	$241K	Buy	+12,000	New	+$244K	﹤0.01%	1591

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

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

Rockefeller Capital Management opened a new position in Invesco BulletShares 2032 Corporate Bond ETF (BSCW) in Q1 2026: 5,235 shares worth $108K. The stake represents ﹤0.01% of the portfolio and ranks #2834 among its holdings. This is a return to the name: Rockefeller Capital Management previously reported a position in BSCW as recently as Q1 2025.

Rockefeller Capital Management first reported a position in BSCW in Q2 2023 and has held it in 9 quarters since. The position peaked at $280K in Q3 2024. 164 funds tracked by Wall St. Rank hold BSCW as of Q1 2026.

Rockefeller Capital Management held 5,235 shares of Invesco BulletShares 2032 Corporate Bond ETF worth $108K as of Q1 2026.
Invesco BulletShares 2032 Corporate Bond ETF was a new Rockefeller Capital Management position in Q1 2026.
Invesco BulletShares 2032 Corporate Bond ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2834 holding.
Rockefeller Capital Management first reported a position in Invesco BulletShares 2032 Corporate Bond ETF in Q2 2023 and has held it in 9 quarters since.
Rockefeller Capital Management's Invesco BulletShares 2032 Corporate Bond ETF position peaked at $280K in Q3 2024.
164 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Corporate Bond ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.