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

GeoWealth 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
Q1 		– Sell
-132
Closed -$2.57K – 1154
2024
Q4 		$2.57K Buy
+132
New +$2.58K ﹤0.01% 1626

Other funds holding BSCR

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

GeoWealth Management's BSCR Position: Q1 2025 in Review

GeoWealth Management sold out of Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q1 2025, closing a stake of 132 shares — an estimated $2.57K sold.

GeoWealth Management first reported a position in BSCR in Q4 2024 and held it in 1 quarter. The position peaked at $2.57K in Q4 2024. 348 funds tracked by Wall St. Rank hold BSCR as of Q1 2025.

  • GeoWealth Management reported no remaining Invesco BulletShares 2027 Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 132 Invesco BulletShares 2027 Corporate Bond ETF shares in Q1 2025, an estimated $2.57K.
  • GeoWealth Management first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2024 and held it in 1 quarter.
  • GeoWealth Management's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $2.57K in Q4 2024.
  • 348 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.