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

Capital Investment 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
2026
Q1 		$165K Buy
8,407
+3,132
+59% +$61.7K 0.01% 662
2025
Q4 		$104K Hold
5,275
– – 0.01% 700
2025
Q3 		$104K Hold
5,275
– – 0.01% 672
2025
Q2 		$104K Hold
5,275
– – 0.01% 644
2025
Q1 		$103K Buy
5,275
+3,000
+132% +$58.6K 0.01% 608
2024
Q4 		$44.3K Hold
2,275
– – ﹤0.01% 674
2024
Q3 		$44.9K Hold
2,275
– – ﹤0.01% 700
2024
Q2 		$43.7K Buy
2,275
+500
+28% +$9.6K ﹤0.01% 680
2024
Q1 		$34.2K Hold
1,775
– – ﹤0.01% 707
2023
Q4 		$34.5K Hold
1,775
– – ﹤0.01% 712
2023
Q3 		$33.3K Hold
1,775
– – ﹤0.01% 679
2023
Q2 		$33.8K Hold
1,775
– – ﹤0.01% 642
2023
Q1 		$34.3K Hold
1,775
– – ﹤0.01% 633
2022
Q4 		$33.7K Sell
1,775
-1,795
-50% -$33.8K ﹤0.01% 653
2022
Q3 		$66K Buy
+3,570
New +$69.2K 0.01% 547

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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return