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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
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return