Carmel Capital Partners’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Carmel Capital Partners’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 Q3	–	Sell	-301,243	Closed	-$5.92M	–	115
2025 Q2	$5.92M	Buy	301,243 +19,375	+7%	+$380K	2.08%	9
2025 Q1	$5.52M	Buy	281,868 +19,392	+7%	+$379K	2.17%	7
2024 Q4	$5.11M	Buy	262,476 +14,237	+6%	+$278K	2.06%	7
2024 Q3	$4.9M	Buy	248,239 +29,743	+14%	+$582K	1.89%	8
2024 Q2	$4.2M	Buy	218,496 +22,513	+11%	+$432K	1.77%	7
2024 Q1	$3.78M	Buy	195,983 +30,410	+18%	+$588K	1.56%	9
2023 Q4	$3.22M	Buy	+165,573	New	+$3.14M	1.64%	9
2023 Q2	–	Sell	-8,000	Closed	-$154K	–	432
2023 Q1	$154K	Buy	+8,000	New	+$153K	0.09%	142

Other funds holding BSCR

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Carmel Capital Partners's BSCR Position: Q3 2025 in Review

Carmel Capital Partners sold out of Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q3 2025, closing a stake of 301,243 shares — an estimated $5.92M sold.

Carmel Capital Partners first reported a position in BSCR in Q1 2023 and held it in 8 quarters. The position peaked at $5.92M in Q2 2025. 352 funds tracked by Wall St. Rank hold BSCR as of Q3 2025.

Carmel Capital Partners reported no remaining Invesco BulletShares 2027 Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Carmel Capital Partners sold 301,243 Invesco BulletShares 2027 Corporate Bond ETF shares in Q3 2025, an estimated $5.92M.
Carmel Capital Partners first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q1 2023 and held it in 8 quarters.
Carmel Capital Partners's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $5.92M in Q2 2025.
352 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q3 2025.

Based on Carmel Capital Partners's 13F filing for Q3 2025, filed 30 Oct 2025.