Financial Counselors Inc’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Financial Counselors Inc’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	–	Sell	-18,950	Closed	-$371K	–	76
2025 Q1	$371K	Hold	18,950	–	–	0.01%	462
2024 Q4	$369K	Hold	18,950	–	–	0.01%	461
2024 Q3	$374K	Hold	18,950	–	–	0.01%	475
2024 Q2	$364K	Hold	18,950	–	–	0.01%	453
2024 Q1	$366K	Buy	18,950 +1,289	+7%	+$24.9K	0.01%	458
2023 Q4	$344K	Hold	17,661	–	–	0.01%	459
2023 Q3	$331K	Buy	+17,661	New	+$335K	0.01%	445

Other funds holding BSCR

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

AWM

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

Financial Counselors Inc's BSCR Position: Q2 2025 in Review

Financial Counselors Inc sold out of Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q2 2025, closing a stake of 18,950 shares — an estimated $371K sold.

Financial Counselors Inc first reported a position in BSCR in Q3 2023 and held it in 7 quarters. The position peaked at $374K in Q3 2024. 354 funds tracked by Wall St. Rank hold BSCR as of Q2 2025.

Financial Counselors Inc reported no remaining Invesco BulletShares 2027 Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Financial Counselors Inc sold 18,950 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2025, an estimated $371K.
Financial Counselors Inc first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q3 2023 and held it in 7 quarters.
Financial Counselors Inc's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $374K in Q3 2024.
354 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.