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Exchange Capital Management’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Exchange Capital Management’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
Q2 		$553K Sell
28,130
-102,044
-78% -$2M 0.08% 161
2025
Q1 		$2.55M Sell
130,174
-3,588
-3% -$70K 0.41% 77
2024
Q4 		$2.61M Sell
133,762
-2,979
-2% -$58.2K 0.41% 78
2024
Q3 		$2.7M Buy
136,741
+618
+0.5% +$12.1K 0.43% 76
2024
Q2 		$2.62M Buy
136,123
+338
+0.2% +$6.49K 0.43% 73
2024
Q1 		$2.62M Buy
135,785
+13,311
+11% +$257K 0.43% 75
2023
Q4 		$2.38M Buy
122,474
+21,268
+21% +$403K 0.43% 73
2023
Q3 		$1.9M Buy
101,206
+26,141
+35% +$495K 0.36% 81
2023
Q2 		$1.43M Buy
75,065
+1,455
+2% +$28K 0.27% 95
2023
Q1 		$1.42M Buy
73,610
+4,902
+7% +$94K 0.29% 94
2022
Q4 		$1.31M Buy
68,708
+2,708
+4% +$51K 0.29% 95
2022
Q3 		$1.23M Buy
66,000
+701
+1% +$13.6K 0.28% 91
2022
Q2 		$1.26M Buy
65,299
+1,452
+2% +$28.4K 0.28% 95
2022
Q1 		$1.29M Buy
63,847
+1,285
+2% +$26.7K 0.24% 99
2021
Q4 		$1.35M Sell
62,562
-156
-0.2% -$3.37K 0.24% 101
2021
Q3 		$1.37M Buy
62,718
+2,299
+4% +$50.6K 0.27% 95
2021
Q2 		$1.32M Buy
60,419
+1,935
+3% +$42.3K 0.25% 102
2021
Q1 		$1.26M Buy
58,484
+11,294
+24% +$249K 0.26% 96
2020
Q4 		$1.06M Buy
47,190
+21,976
+87% +$487K 0.24% 108
2020
Q3 		$554K Buy
25,214
+9,260
+58% +$204K 0.14% 124
2020
Q2 		$347K Buy
15,954
+4,079
+34% +$86.1K 0.1% 141
2020
Q1 		$235K Buy
11,875
+929
+8% +$19.3K 0.08% 136
2019
Q4 		$229K Buy
10,946
+1,043
+11% +$21.8K 0.06% 144
2019
Q3 		$207K Buy
+9,903
New +$206K 0.05% 148

Other funds holding BSCR

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Exchange Capital Management's BSCR Position: Q2 2025 in Review

Exchange Capital Management reduced its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 78% in Q2 2025, selling an estimated $2M and leaving 28,130 shares worth $553K. The position accounts for 0.08% of the portfolio, ranked #161.

Exchange Capital Management first reported a position in BSCR in Q3 2019 and has held it in 24 quarters since. The position peaked at $2.7M in Q3 2024. 354 funds tracked by Wall St. Rank hold BSCR as of Q2 2025.

  • Exchange Capital Management held 28,130 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $553K as of Q2 2025.
  • Exchange Capital Management sold 102,044 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2025, an estimated $2M.
  • Invesco BulletShares 2027 Corporate Bond ETF made up 0.08% of Exchange Capital Management's portfolio in Q2 2025, its #161 holding.
  • Exchange Capital Management first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q3 2019 and has held it in 24 quarters since.
  • Exchange Capital Management's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $2.7M in Q3 2024.
  • 354 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2025.

Based on Exchange Capital Management's 13F filing for Q2 2025, filed 21 Jul 2025.