DiNuzzo Private Wealth’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

DiNuzzo Private Wealth’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 Q2	$10.9K	Hold	555	–	–	﹤0.01%	271
2026 Q1	$10.9K	Hold	555	–	–	﹤0.01%	263
2025 Q4	$11K	Hold	555	–	–	﹤0.01%	261
2025 Q3	$10.9K	Hold	555	–	–	﹤0.01%	258
2025 Q2	$10.9K	Hold	555	–	–	﹤0.01%	251
2025 Q1	$10.9K	Hold	555	–	–	﹤0.01%	241
2024 Q4	$10.8K	Hold	555	–	–	﹤0.01%	230
2024 Q3	$10.9K	Hold	555	–	–	﹤0.01%	243
2024 Q2	$10.7K	Hold	555	–	–	﹤0.01%	192
2024 Q1	$10.7K	Hold	555	–	–	﹤0.01%	171
2023 Q4	$10.8K	Buy	+555	New	+$10.5K	﹤0.01%	163

Other funds holding BSCR

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

WLTH Capital Management Chandler, Arizona $156M AUM

Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return

Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return