Freedom Investment Management’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Freedom Investment 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 Q3	–	Sell	-54,846	Closed	-$1.08M	–	224
2025 Q2	$1.08M	Sell	54,846 -388	-0.7%	-$7.6K	0.09%	225
2025 Q1	$1.08M	Buy	55,234 +3,036	+6%	+$59.3K	0.09%	210
2024 Q4	$1.02M	Buy	52,198 +23,836	+84%	+$466K	0.08%	232
2024 Q3	$559K	Buy	28,362 +11,178	+65%	+$219K	0.04%	402
2024 Q2	$330K	Sell	17,184 -2,082	-11%	-$40K	0.03%	562
2024 Q1	$372K	Sell	19,266 -17,024	-47%	-$329K	0.03%	523
2023 Q4	$706K	Buy	36,290 +22,024	+154%	+$417K	0.06%	354
2023 Q3	$267K	Sell	14,266 -324	-2%	-$6.14K	0.03%	543
2023 Q2	$278K	Sell	14,590 -7,002	-32%	-$135K	0.03%	564
2023 Q1	$417K	Buy	+21,592	New	+$414K	0.05%	458

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

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Freedom Investment Management's BSCR Position: Q3 2025 in Review

Freedom Investment Management sold out of Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q3 2025, closing a stake of 54,846 shares — an estimated $1.08M sold.

Freedom Investment Management first reported a position in BSCR in Q1 2023 and held it in 10 quarters. The position peaked at $1.08M in Q1 2025. 352 funds tracked by Wall St. Rank hold BSCR as of Q3 2025.

Freedom Investment Management reported no remaining Invesco BulletShares 2027 Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Freedom Investment Management sold 54,846 Invesco BulletShares 2027 Corporate Bond ETF shares in Q3 2025, an estimated $1.08M.
Freedom Investment Management first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q1 2023 and held it in 10 quarters.
Freedom Investment Management's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $1.08M in Q1 2025.
352 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.