Total Clarity Wealth Management’s Invesco BulletShares 2032 Corporate Bond ETF BSCW Stock Holding History

Total Clarity Wealth 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
2024 Q4	–	Sell	-83,757	Closed	-$1.76M	–	277
2024 Q3	$1.76M	Buy	83,757 +13,021	+18%	+$269K	0.57%	48
2024 Q2	$1.42M	Sell	70,736 -223,109	-76%	-$4.46M	0.49%	55
2024 Q1	$5.95M	Buy	293,845 +34,145	+13%	+$692K	2.07%	5
2023 Q4	$5.37M	Buy	+259,700	New	+$5.08M	2.2%	5

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

MFWM

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

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

AUB

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

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

VBFG

Vishria Bird Financial Group Memphis, Tennessee $510M AUM 12.05% 1-Year Est. Return

SFG

Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return

Total Clarity Wealth Management's BSCW Position: Q4 2024 in Review

Total Clarity Wealth Management sold out of Invesco BulletShares 2032 Corporate Bond ETF (BSCW) in Q4 2024, closing a stake of 83,757 shares — an estimated $1.76M sold.

Total Clarity Wealth Management first reported a position in BSCW in Q4 2023 and held it in 4 quarters. The position peaked at $5.95M in Q1 2024. 102 funds tracked by Wall St. Rank hold BSCW as of Q4 2024.

Total Clarity Wealth Management reported no remaining Invesco BulletShares 2032 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Total Clarity Wealth Management sold 83,757 Invesco BulletShares 2032 Corporate Bond ETF shares in Q4 2024, an estimated $1.76M.
Total Clarity Wealth Management first reported a position in Invesco BulletShares 2032 Corporate Bond ETF in Q4 2023 and held it in 4 quarters.
Total Clarity Wealth Management's Invesco BulletShares 2032 Corporate Bond ETF position peaked at $5.95M in Q1 2024.
102 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Corporate Bond ETF as of Q4 2024.

Based on Total Clarity Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.