Sterling Financial Group’s Invesco BulletShares 2032 Corporate Bond ETF BSCW Stock Holding History

Sterling Financial Group’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
2025 Q3	$19.9M	Buy	954,762 +357,601	+60%	+$7.41M	6.32%	7
2025 Q2	$12.3M	Buy	597,161 +7,423	+1%	+$151K	4.13%	9
2025 Q1	$12M	Buy	589,738 +2,291	+0.4%	+$46.3K	4.33%	9
2024 Q4	$11.8M	Buy	587,447 +52,549	+10%	+$1.08M	4.39%	10
2024 Q3	$11.2M	Buy	534,898 +7,331	+1%	+$151K	4.79%	10
2024 Q2	$10.6M	Buy	527,567 +6,204	+1%	+$124K	4.79%	10
2024 Q1	$10.6M	Buy	521,363 +507,726	+3,723%	+$10.3M	5.01%	8
2023 Q4	$282K	Hold	13,637	–	–	0.17%	54
2023 Q3	$261K	Buy	+13,637	New	+$270K	0.16%	53

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Sterling Financial Group's BSCW Position: Q3 2025 in Review

Sterling Financial Group increased its Invesco BulletShares 2032 Corporate Bond ETF (BSCW) stake by 60% in Q3 2025, buying an estimated $7.41M and bringing the position to 954,762 shares worth $19.9M. The position accounts for 6.32% of the portfolio, ranked #7.

Sterling Financial Group first reported a position in BSCW in Q3 2023 and has held it in 9 quarters since. 137 funds tracked by Wall St. Rank hold BSCW as of Q3 2025.

Sterling Financial Group held 954,762 shares of Invesco BulletShares 2032 Corporate Bond ETF worth $19.9M as of Q3 2025.
Sterling Financial Group bought 357,601 Invesco BulletShares 2032 Corporate Bond ETF shares in Q3 2025, an estimated $7.41M.
Invesco BulletShares 2032 Corporate Bond ETF made up 6.32% of Sterling Financial Group's portfolio in Q3 2025, its #7 holding.
Sterling Financial Group first reported a position in Invesco BulletShares 2032 Corporate Bond ETF in Q3 2023 and has held it in 9 quarters since.
137 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Corporate Bond ETF as of Q3 2025.

Based on Sterling Financial Group's 13F filing for Q3 2025, filed 17 Nov 2025.