Wingate Wealth Advisors’s Invesco BulletShares 2032 Corporate Bond ETF BSCW Stock Holding History

Wingate Wealth 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
2025 Q1	–	Sell	-4,226	Closed	-$85K	–	138
2024 Q4	$85K	Buy	+4,226	New	+$86.5K	0.08%	154

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

VBFG

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

Wingate Wealth Advisors's BSCW Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Invesco BulletShares 2032 Corporate Bond ETF (BSCW) in Q1 2025, closing a stake of 4,226 shares — an estimated $85K sold.

Wingate Wealth Advisors first reported a position in BSCW in Q4 2024 and held it in 1 quarter. The position peaked at $85K in Q4 2024. 111 funds tracked by Wall St. Rank hold BSCW as of Q1 2025.

Wingate Wealth Advisors reported no remaining Invesco BulletShares 2032 Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Wingate Wealth Advisors sold 4,226 Invesco BulletShares 2032 Corporate Bond ETF shares in Q1 2025, an estimated $85K.
Wingate Wealth Advisors first reported a position in Invesco BulletShares 2032 Corporate Bond ETF in Q4 2024 and held it in 1 quarter.
Wingate Wealth Advisors's Invesco BulletShares 2032 Corporate Bond ETF position peaked at $85K in Q4 2024.
111 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Corporate Bond ETF as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.