CCP
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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
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return