Strategic Financial Concepts’s Invesco BulletShares 2032 Corporate Bond ETF BSCW Stock Holding History

Strategic Financial Concepts’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 Q2	–	Sell	-70,119	Closed	-$1.43M	–	298
2025 Q1	$1.43M	Buy	70,119 +15,133	+28%	+$306K	0.27%	78
2024 Q4	$1.11M	Buy	54,986 +32,009	+139%	+$655K	0.21%	103
2024 Q3	$482K	Sell	22,977 -322,930	-93%	-$6.67M	0.15%	122
2024 Q2	$371K	Buy	345,907 +322,633	+1,386%	+$6.45M	0.22%	94
2024 Q1	$471K	Buy	23,274 +4,719	+25%	+$95.7K	0.11%	170
2023 Q4	$384K	Buy	18,555 +2,816	+18%	+$55.1K	0.23%	89
2023 Q3	$302K	Buy	+15,739	New	+$311K	0.1%	182

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

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

HCM

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

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

Strategic Financial Concepts's BSCW Position: Q2 2025 in Review

Strategic Financial Concepts sold out of Invesco BulletShares 2032 Corporate Bond ETF (BSCW) in Q2 2025, closing a stake of 70,119 shares — an estimated $1.43M sold.

Strategic Financial Concepts first reported a position in BSCW in Q3 2023 and held it in 7 quarters. The position peaked at $1.43M in Q1 2025. 119 funds tracked by Wall St. Rank hold BSCW as of Q2 2025.

Strategic Financial Concepts reported no remaining Invesco BulletShares 2032 Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Strategic Financial Concepts sold 70,119 Invesco BulletShares 2032 Corporate Bond ETF shares in Q2 2025, an estimated $1.43M.
Strategic Financial Concepts first reported a position in Invesco BulletShares 2032 Corporate Bond ETF in Q3 2023 and held it in 7 quarters.
Strategic Financial Concepts's Invesco BulletShares 2032 Corporate Bond ETF position peaked at $1.43M in Q1 2025.
119 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Corporate Bond ETF as of Q2 2025.

Based on Strategic Financial Concepts's 13F filing for Q2 2025, filed 5 Aug 2025.