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

Vishria Bird 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	$14.4M	Buy	687,736 +111,127	+19%	+$2.3M	2.82%	14
2025 Q2	$11.9M	Sell	576,609 -47,200	-8%	-$957K	3.95%	10
2025 Q1	$12.7M	Sell	623,809 -9,598	-2%	-$194K	4.32%	7
2024 Q4	$12.7M	Sell	633,407 -317	-0.1%	-$6.49K	4.46%	8
2024 Q3	$13.3M	Sell	633,724 -1,066	-0.2%	-$22K	5.04%	6
2024 Q2	$12.7M	Sell	634,790 -4,200	-0.7%	-$83.9K	5.34%	5
2024 Q1	$12.9M	Buy	638,990 +4,575	+0.7%	+$92.8K	5.54%	5
2023 Q4	$13.1M	Buy	+634,415	New	+$12.4M	6.2%	4

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

SFG

Sterling Financial Group Pasadena, California $316M AUM 10.54% 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

Vishria Bird Financial Group's BSCW Position: Q3 2025 in Review

Vishria Bird Financial Group increased its Invesco BulletShares 2032 Corporate Bond ETF (BSCW) stake by 19% in Q3 2025, buying an estimated $2.3M and bringing the position to 687,736 shares worth $14.4M. The position accounts for 2.82% of the portfolio, ranked #14.

Vishria Bird Financial Group first reported a position in BSCW in Q4 2023 and has held it in 8 quarters since. 137 funds tracked by Wall St. Rank hold BSCW as of Q3 2025.

Vishria Bird Financial Group held 687,736 shares of Invesco BulletShares 2032 Corporate Bond ETF worth $14.4M as of Q3 2025.
Vishria Bird Financial Group bought 111,127 Invesco BulletShares 2032 Corporate Bond ETF shares in Q3 2025, an estimated $2.3M.
Invesco BulletShares 2032 Corporate Bond ETF made up 2.82% of Vishria Bird Financial Group's portfolio in Q3 2025, its #14 holding.
Vishria Bird Financial Group first reported a position in Invesco BulletShares 2032 Corporate Bond ETF in Q4 2023 and has held it in 8 quarters since.
137 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Corporate Bond ETF as of Q3 2025.

Based on Vishria Bird Financial Group's 13F filing for Q3 2025, filed 21 Oct 2025.