FC Advisory’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

FC Advisory’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	$220K	Buy	+11,217	New	+$220K	0.06%	110
2026 Q1	–	Sell	-10,903	Closed	-$215K	–	116
2025 Q4	$215K	Sell	10,903 -2,565	-19%	-$50.6K	0.06%	112
2025 Q3	$265K	Sell	13,468 -2,727	-17%	-$53.7K	0.08%	102
2025 Q2	$318K	Buy	16,195 +1,174	+8%	+$23K	0.1%	93
2025 Q1	$294K	Buy	15,021 +1,165	+8%	+$22.7K	0.1%	91
2024 Q4	$270K	Buy	+13,856	New	+$271K	0.09%	93
2024 Q1	–	Sell	-12,142	Closed	-$236K	–	96
2023 Q4	$236K	Buy	12,142 +1,811	+18%	+$34.3K	0.09%	90
2023 Q3	$194K	Buy	+10,331	New	+$196K	0.08%	91

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