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Ancora Advisors’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Ancora Advisors’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 		$70K Hold
3,568
– – ﹤0.01% 1019
2025
Q4 		$70.4K Sell
3,568
-12,800
-78% -$253K ﹤0.01% 1027
2025
Q3 		$323K Hold
16,368
– – 0.01% 629
2025
Q2 		$322K Hold
16,368
– – 0.01% 630
2025
Q1 		$321K Buy
16,368
+5,150
+46% +$101K 0.01% 615
2024
Q4 		$219K Buy
11,218
+7,525
+204% +$147K ﹤0.01% 694
2024
Q3 		$72.8K Hold
3,693
– – ﹤0.01% 903
2024
Q2 		$71K Buy
3,693
+1,769
+92% +$34K ﹤0.01% 874
2024
Q1 		$37.1K Hold
1,924
– – ﹤0.01% 1038
2023
Q4 		$37.4K Hold
1,924
– – ﹤0.01% 1017
2023
Q3 		$36K Buy
1,924
+1,300
+208% +$24.6K ﹤0.01% 994
2023
Q2 		$11.9K Hold
624
– – ﹤0.01% 1246
2023
Q1 		$12K Buy
+624
New +$12K ﹤0.01% 1235

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