AWM
BSCR icon

AE Wealth Management’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

AE Wealth Management’s Portfolio BSCR Stock Details BSCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.29K Buy
270
+1
+0.4% +$20 ﹤0.01% 2360
2025
Q4 		$5.31K Hold
269
– – ﹤0.01% 2217
2025
Q3 		$5.3K Hold
269
– – ﹤0.01% 2068
2025
Q2 		$5.29K Sell
269
-44
-14% -$862 ﹤0.01% 1947
2025
Q1 		$6.13K Sell
313
-1,067
-77% -$20.8K ﹤0.01% 1918
2024
Q4 		$26.9K Buy
+1,380
New +$27K ﹤0.01% 1664
2024
Q1 		– Sell
-15,303
Closed -$296K – 1255
2023
Q4 		$296K Sell
15,303
-2,148
-12% -$40.7K ﹤0.01% 1706
2023
Q3 		$327K Buy
+17,451
New +$331K ﹤0.01% 1578

Other funds holding BSCR

Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return