AWA
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Arete Wealth Advisors’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Arete Wealth 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 		$532K Hold
27,110
– – 0.04% 270
2025
Q4 		$535K Hold
27,110
– – 0.03% 427
2025
Q3 		$534K Hold
27,110
– – 0.03% 420
2025
Q2 		$533K Hold
27,110
– – 0.04% 389
2025
Q1 		$531K Sell
27,110
-1,254
-4% -$24.5K 0.04% 371
2024
Q4 		$552K Buy
28,364
+511
+2% +$9.98K 0.04% 384
2024
Q3 		$549K Buy
27,853
+543
+2% +$10.6K 0.05% 352
2024
Q2 		$525K Buy
27,310
+2,601
+11% +$49.9K 0.04% 376
2024
Q1 		$477K Buy
+24,709
New +$477K 0.04% 299

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