Ameritas Advisory Services’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Ameritas Advisory Services’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 Q4	–	Sell	-2,861	Closed	-$56.4K	–	1072
2025 Q3	$56.4K	Sell	2,861 -1,158	-29%	-$22.8K	﹤0.01%	1035
2025 Q2	$79K	Buy	+4,019	New	+$78.7K	﹤0.01%	1085
2023 Q2	–	Sell	-903	Closed	-$17.4K	–	798
2023 Q1	$17.4K	Buy	+903	New	+$17.3K	﹤0.01%	1704

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

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

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Ameritas Advisory Services's BSCR Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q4 2025, closing a stake of 2,861 shares — an estimated $56.4K sold.

Ameritas Advisory Services first reported a position in BSCR in Q1 2023 and held it in 3 quarters. The position peaked at $79K in Q2 2025. 383 funds tracked by Wall St. Rank hold BSCR as of Q4 2025.

Ameritas Advisory Services reported no remaining Invesco BulletShares 2027 Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 2,861 Invesco BulletShares 2027 Corporate Bond ETF shares in Q4 2025, an estimated $56.4K.
Ameritas Advisory Services first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q1 2023 and held it in 3 quarters.
Ameritas Advisory Services's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $79K in Q2 2025.
383 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.