Atria Wealth Solutions’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Atria Wealth Solutions’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 Q2	$4.93M	Sell	251,093 -24,637	-9%	-$483K	0.11%	215
2025 Q1	$5.4M	Buy	275,730 +152,618	+124%	+$2.98M	0.07%	316
2024 Q4	$2.4M	Buy	123,112 +44,810	+57%	+$876K	0.03%	578
2024 Q3	$1.54M	Buy	78,302 +27,048	+53%	+$529K	0.02%	737
2024 Q2	$985K	Buy	51,254 +1,348	+3%	+$25.9K	0.01%	908
2024 Q1	$963K	Buy	49,906 +4,755	+11%	+$91.9K	0.01%	923
2023 Q4	$878K	Buy	45,151 +9,935	+28%	+$188K	0.01%	924
2023 Q3	$660K	Buy	35,216 +4,138	+13%	+$78.4K	0.01%	1006
2023 Q2	$591K	Buy	31,078 +5,583	+22%	+$107K	0.01%	1074
2023 Q1	$492K	Buy	25,495 +13,057	+105%	+$250K	0.01%	1145
2022 Q4	$236K	Buy	+12,438	New	+$234K	﹤0.01%	1507

Other funds holding BSCR

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Atria Wealth Solutions's BSCR Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 8.9% in Q2 2025, selling an estimated $483K and leaving 251,093 shares worth $4.93M. The position accounts for 0.11% of the portfolio, ranked #215.

Atria Wealth Solutions first reported a position in BSCR in Q4 2022 and has held it in 11 quarters since. The position peaked at $5.4M in Q1 2025. 354 funds tracked by Wall St. Rank hold BSCR as of Q2 2025.

Atria Wealth Solutions held 251,093 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $4.93M as of Q2 2025.
Atria Wealth Solutions sold 24,637 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2025, an estimated $483K.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.11% of Atria Wealth Solutions's portfolio in Q2 2025, its #215 holding.
Atria Wealth Solutions first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2022 and has held it in 11 quarters since.
Atria Wealth Solutions's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $5.4M in Q1 2025.
354 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.