GWANC
BSCR icon

Guardian Wealth Advisors (North Carolina)’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$1.16M Buy
59,158
+46
+0.1% +$907 0.07% 135
2025
Q4 		$1.17M Buy
59,112
+4,249
+8% +$83.8K 0.07% 139
2025
Q3 		$1.08M Sell
54,863
-1,128
-2% -$22.2K 0.07% 141
2025
Q2 		$1.1M Buy
55,991
+571
+1% +$11.2K 0.08% 128
2025
Q1 		$1.09M Buy
55,420
+384
+0.7% +$7.5K 0.09% 123
2024
Q4 		$1.07M Buy
55,036
+2,718
+5% +$53.1K 0.09% 125
2024
Q3 		$1.03M Buy
+52,318
New +$1.02M 0.11% 102

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