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Brown Brothers Harriman & Co’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Brown Brothers Harriman & Co’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
2023
Q1 		– Sell
-312
Closed -$5.93K – 1271
2022
Q4 		$5.93K Hold
312
– – ﹤0.01% 1080
2022
Q3 		$6K Hold
312
– – ﹤0.01% 1250
2022
Q2 		$6K Buy
+312
New +$6.11K ﹤0.01% 1096

Other funds holding BSCR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Brown Brothers Harriman & Co's BSCR Position: Q1 2023 in Review

Brown Brothers Harriman & Co sold out of Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q1 2023, closing a stake of 312 shares — an estimated $5.93K sold.

Brown Brothers Harriman & Co first reported a position in BSCR in Q2 2022 and held it in 3 quarters. The position peaked at $6K in Q3 2022. 182 funds tracked by Wall St. Rank hold BSCR as of Q1 2023.

  • Brown Brothers Harriman & Co reported no remaining Invesco BulletShares 2027 Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Brown Brothers Harriman & Co sold 312 Invesco BulletShares 2027 Corporate Bond ETF shares in Q1 2023, an estimated $5.93K.
  • Brown Brothers Harriman & Co first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q2 2022 and held it in 3 quarters.
  • Brown Brothers Harriman & Co's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $6K in Q3 2022.
  • 182 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q1 2023.

Based on Brown Brothers Harriman & Co's 13F filing for Q1 2023, filed 11 May 2023.