Sequoia Financial Advisors
BSCW icon

Sequoia Financial Advisors’s Invesco BulletShares 2032 Corporate Bond ETF BSCW Stock Holding History

Sequoia Financial Advisors’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
Q3 		$6.27M Sell
320,171
-192,713
-38% -$3.89M 0.03% 305
2026
Q2 		$10.5M Sell
512,884
-393,206
-43% -$8.09M 0.05% 219
2026
Q1 		$18.7M Sell
906,090
-37,715
-4% -$786K 0.1% 133
2025
Q4 		$19.7M Buy
+943,805
New +$19.7M 0.11% 133

Other funds holding BSCW

Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $15.9B AUM 16.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Atlantic Union Bankshares
Atlantic Union Bankshares Glen Allen, Virginia $6.11B AUM 17.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
MONECO Advisors
MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return
Foronjy Financial
Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return

Sequoia Financial Advisors's BSCW Position: Q3 2026 in Review

Sequoia Financial Advisors reduced its Invesco BulletShares 2032 Corporate Bond ETF (BSCW) stake by 38% in Q3 2026, selling an estimated $3.89M and leaving 320,171 shares worth $6.27M. The position accounts for 0.03% of the portfolio, ranked #305.

Sequoia Financial Advisors first reported a position in BSCW in Q4 2025 and has held it in 4 quarters since. The position peaked at $19.7M in Q4 2025. 162 funds tracked by Wall St. Rank hold BSCW as of Q3 2026.

  • Sequoia Financial Advisors held 320,171 shares of Invesco BulletShares 2032 Corporate Bond ETF worth $6.27M as of Q3 2026.
  • Sequoia Financial Advisors sold 192,713 Invesco BulletShares 2032 Corporate Bond ETF shares in Q3 2026, an estimated $3.89M.
  • Invesco BulletShares 2032 Corporate Bond ETF made up 0.03% of Sequoia Financial Advisors's portfolio in Q3 2026, its #305 holding.
  • Sequoia Financial Advisors first reported a position in Invesco BulletShares 2032 Corporate Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Sequoia Financial Advisors's Invesco BulletShares 2032 Corporate Bond ETF position peaked at $19.7M in Q4 2025.
  • 162 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Corporate Bond ETF as of Q3 2026.

Based on Sequoia Financial Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.