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

Avantax 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 Q2	$2.7M	Sell	137,240 -24,024	-15%	-$471K	0.01%	665
2025 Q1	$3.16M	Buy	161,264 +10,012	+7%	+$195K	0.02%	562
2024 Q4	$2.95M	Buy	151,252 +14,079	+10%	+$275K	0.02%	564
2024 Q3	$2.71M	Buy	137,173 +6,603	+5%	+$129K	0.02%	572
2024 Q2	$2.51M	Buy	130,570 +16,945	+15%	+$325K	0.02%	582
2024 Q1	$2.19M	Buy	113,625 +25,226	+29%	+$487K	0.02%	521
2023 Q4	$1.72M	Sell	88,399 -1,323	-1%	-$25.1K	0.02%	547
2023 Q3	$1.68M	Buy	89,722 +26,603	+42%	+$504K	0.02%	509
2023 Q2	$1.2M	Buy	63,119 +23,985	+61%	+$461K	0.01%	621
2023 Q1	$755K	Buy	39,134 +28,068	+254%	+$538K	0.01%	758
2022 Q4	$210K	Buy	+11,066	New	+$209K	﹤0.01%	1281

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

AWM

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

Avantax Advisory Services's BSCR Position: Q2 2025 in Review

Avantax Advisory Services reduced its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 15% in Q2 2025, selling an estimated $471K and leaving 137,240 shares worth $2.7M. The position accounts for 0.01% of the portfolio, ranked #665.

Avantax Advisory Services first reported a position in BSCR in Q4 2022 and has held it in 11 quarters since. The position peaked at $3.16M in Q1 2025. 354 funds tracked by Wall St. Rank hold BSCR as of Q2 2025.

Avantax Advisory Services held 137,240 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $2.7M as of Q2 2025.
Avantax Advisory Services sold 24,024 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2025, an estimated $471K.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #665 holding.
Avantax Advisory Services first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2022 and has held it in 11 quarters since.
Avantax Advisory Services's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $3.16M in Q1 2025.
354 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.