Wintrust Investments’s Invesco BulletShares 2032 Corporate Bond ETF BSCW Stock Holding History

Wintrust Investments’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	$340K	Buy	16,940 +255	+2%	+$5.22K	0.3%	54
2024 Q3	$349K	Sell	16,685 -141,485	-89%	-$2.92M	0.26%	68
2024 Q2	$3.17M	Sell	158,170 -9,724	-6%	-$194K	0.26%	69
2024 Q1	$3.4M	Buy	167,894 +744	+0.4%	+$15.1K	0.3%	66
2023 Q4	$3.46M	Buy	167,150 +28,457	+21%	+$556K	0.33%	59
2023 Q3	$2.66M	Sell	138,693 -13,373	-9%	-$264K	0.28%	75
2023 Q2	$3.06M	Buy	+152,066	New	+$3.09M	0.31%	69

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

Wintrust Investments's BSCW Position: Q4 2024 in Review

Wintrust Investments increased its Invesco BulletShares 2032 Corporate Bond ETF (BSCW) stake by 1.5% in Q4 2024, buying an estimated $5.22K and bringing the position to 16,940 shares worth $340K. The position accounts for 0.3% of the portfolio, ranked #54.

Wintrust Investments first reported a position in BSCW in Q2 2023 and has held it in 7 quarters since. The position peaked at $3.46M in Q4 2023. 102 funds tracked by Wall St. Rank hold BSCW as of Q4 2024.

Wintrust Investments held 16,940 shares of Invesco BulletShares 2032 Corporate Bond ETF worth $340K as of Q4 2024.
Wintrust Investments bought 255 Invesco BulletShares 2032 Corporate Bond ETF shares in Q4 2024, an estimated $5.22K.
Invesco BulletShares 2032 Corporate Bond ETF made up 0.3% of Wintrust Investments's portfolio in Q4 2024, its #54 holding.
Wintrust Investments first reported a position in Invesco BulletShares 2032 Corporate Bond ETF in Q2 2023 and has held it in 7 quarters since.
Wintrust Investments's Invesco BulletShares 2032 Corporate Bond ETF position peaked at $3.46M in Q4 2023.
102 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Corporate Bond ETF as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.