Altus Wealth Group’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Altus Wealth Group’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
2025 Q1	–	Sell	-44,197	Closed	-$861K	–	137
2024 Q4	$861K	Sell	44,197 -2,503	-5%	-$48.9K	0.38%	56
2024 Q3	$921K	Sell	46,700 -2,035	-4%	-$39.8K	0.39%	57
2024 Q2	$937K	Sell	48,735 -26,412	-35%	-$507K	0.47%	51
2024 Q1	$1.45M	Sell	75,147 -6,592	-8%	-$127K	0.73%	37
2023 Q4	$1.59M	Buy	81,739 +4,911	+6%	+$93.1K	0.88%	27
2023 Q3	$1.44M	Sell	76,828 -1,698	-2%	-$32.2K	0.91%	27
2023 Q2	$1.49M	Buy	+78,526	New	+$1.51M	0.92%	26

Other funds holding BSCR

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

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

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Altus Wealth Group's BSCR Position: Q1 2025 in Review

Altus Wealth Group sold out of Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q1 2025, closing a stake of 44,197 shares — an estimated $861K sold.

Altus Wealth Group first reported a position in BSCR in Q2 2023 and held it in 7 quarters. The position peaked at $1.59M in Q4 2023. 348 funds tracked by Wall St. Rank hold BSCR as of Q1 2025.

Altus Wealth Group reported no remaining Invesco BulletShares 2027 Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Altus Wealth Group sold 44,197 Invesco BulletShares 2027 Corporate Bond ETF shares in Q1 2025, an estimated $861K.
Altus Wealth Group first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q2 2023 and held it in 7 quarters.
Altus Wealth Group's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $1.59M in Q4 2023.
348 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q1 2025.

Based on Altus Wealth Group's 13F filing for Q1 2025, filed 25 Apr 2025.