Global Retirement Partners’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Global Retirement Partners’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 Q4	$47K	Sell	2,383 -1,912	-45%	-$37.7K	﹤0.01%	2391
2025 Q3	$84.7K	Sell	4,295 -1,138	-21%	-$22.4K	﹤0.01%	1591
2025 Q2	$107K	Buy	+5,433	New	+$106K	﹤0.01%	1400
2024 Q4	$105K	Buy	5,410 +12	+0.2%	+$234	﹤0.01%	1244
2024 Q3	$106K	Buy	5,398 +12	+0.2%	+$235	﹤0.01%	1209
2024 Q2	$104K	Buy	5,386 +2,086	+63%	+$40K	﹤0.01%	1179
2024 Q1	$63.7K	Buy	3,300 +11	+0.3%	+$213	﹤0.01%	1297
2023 Q4	$64K	Buy	3,289 +11	+0.3%	+$208	﹤0.01%	1252
2023 Q3	$61.2K	Buy	3,278 +10	+0.3%	+$189	﹤0.01%	1174
2023 Q2	$62.2K	Sell	3,268 -1,263	-28%	-$24.3K	﹤0.01%	1166
2023 Q1	$88.1K	Buy	4,531 +2,310	+104%	+$44.3K	﹤0.01%	976
2022 Q4	$42.2K	Buy	2,221 +1,936	+679%	+$36.5K	﹤0.01%	1164
2022 Q3	$5K	Hold	285	–	–	﹤0.01%	1910
2022 Q2	$6K	Hold	285	–	–	﹤0.01%	1807
2022 Q1	$6K	Buy	+285	New	+$5.93K	﹤0.01%	1812

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

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

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

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

MCM

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

HBT

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

Global Retirement Partners's BSCR Position: Q4 2025 in Review

Global Retirement Partners reduced its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 45% in Q4 2025, selling an estimated $37.7K and leaving 2,383 shares worth $47K. The position accounts for ﹤0.01% of the portfolio, ranked #2391.

Global Retirement Partners first reported a position in BSCR in Q1 2022 and has held it in 15 quarters since. The position peaked at $107K in Q2 2025. 383 funds tracked by Wall St. Rank hold BSCR as of Q4 2025.

Global Retirement Partners held 2,383 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $47K as of Q4 2025.
Global Retirement Partners sold 1,912 Invesco BulletShares 2027 Corporate Bond ETF shares in Q4 2025, an estimated $37.7K.
Invesco BulletShares 2027 Corporate Bond ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2391 holding.
Global Retirement Partners first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q1 2022 and has held it in 15 quarters since.
Global Retirement Partners's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $107K in Q2 2025.
383 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.