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

Central Valley 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
Q1 		$10.8M Buy
550,755
+40,276
+8% +$794K 2.95% 8
2025
Q4 		$10.1M Buy
510,479
+25,386
+5% +$501K 3.01% 8
2025
Q3 		$9.56M Buy
485,093
+4,326
+0.9% +$85.2K 2.96% 10
2025
Q2 		$9.45M Buy
480,767
+30,109
+7% +$590K 3.22% 9
2025
Q1 		$8.83M Buy
450,658
+427,462
+1,843% +$8.35M 3.34% 7
2024
Q4 		$452K Buy
+23,196
New +$453K 0.21% 84

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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 $1.02T AUM 30.18% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return