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

Ballew 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
Q2 		$705K Hold
35,947
– – 0.36% 53
2026
Q1 		$707K Hold
35,947
– – 0.4% 55
2025
Q4 		$710K Hold
35,947
– – 0.4% 53
2025
Q3 		$711K Hold
35,947
– – 0.4% 57
2025
Q2 		$706K Hold
35,947
– – 0.42% 54
2025
Q1 		$701K Buy
35,947
+19,157
+114% +$374K 0.47% 52
2024
Q4 		$326K Hold
16,790
– – 0.21% 82
2024
Q3 		$329K Buy
16,790
+103
+0.6% +$2.01K 0.22% 79
2024
Q2 		$324K Sell
16,687
-26,556
-61% -$510K 0.21% 82
2024
Q1 		$826K Buy
43,243
+6,712
+18% +$130K 0.57% 47
2023
Q4 		$711K Buy
36,531
+267
+0.7% +$5.06K 0.53% 49
2023
Q3 		$677K Buy
36,264
+3,517
+11% +$66.6K 0.56% 55
2023
Q2 		$621K Hold
32,747
– – 0.45% 60
2023
Q1 		$625K Buy
+32,747
New +$628K 0.46% 58

Other funds holding BSCR

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
WCM
WLTH Capital Management Chandler, Arizona $156M AUM
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return