Cetera Investment Advisers
BSCR icon

Cetera Investment Advisers’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Cetera Investment Advisers’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 		$15.8M Buy
803,989
+350,594
+77% +$6.91M 0.02% 799
2025
Q4 		$8.95M Buy
453,395
+76,918
+20% +$1.52M 0.01% 1099
2025
Q3 		$7.42M Buy
376,477
+149,434
+66% +$2.94M 0.01% 1162
2025
Q2 		$4.46M Buy
227,043
+34,220
+18% +$670K 0.01% 1262
2025
Q1 		$3.78M Sell
192,823
-237,426
-55% -$4.64M 0.01% 1294
2024
Q4 		$8.38M Buy
430,249
+315,563
+275% +$6.17M 0.02% 789
2024
Q3 		$2.26M Buy
114,686
+89
+0.1% +$1.74K ﹤0.01% 1543
2024
Q2 		$2.2M Sell
114,597
-30,079
-21% -$577K 0.01% 1493
2024
Q1 		$2.79M Buy
+144,676
New +$2.8M 0.01% 1330

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