GJIA
BSCR icon

Glass Jacobson Investment Advisors’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Glass Jacobson Investment Advisors’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
Q1 		$391K Hold
19,940
– – 0.14% 134
2025
Q4 		$394K Hold
19,940
– – 0.14% 130
2025
Q3 		$393K Sell
19,940
-3,390
-15% -$66.7K 0.14% 130
2025
Q2 		$458K Buy
+23,330
New +$457K 0.18% 120
2024
Q2 		– Sell
-3,052
Closed -$58.9K – 764
2024
Q1 		$58.9K Buy
3,052
+30
+1% +$580 0.02% 330
2023
Q4 		$58.8K Sell
3,022
-592
-16% -$11.2K 0.02% 320
2023
Q3 		$67.7K Buy
3,614
+36
+1% +$682 0.03% 302
2023
Q2 		$68.1K Buy
+3,578
New +$68.8K 0.03% 303
2022
Q4 		$66.7K Buy
+3,514
New +$66.2K 0.03% 308

Other funds holding BSCR

Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return