HWM
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HB Wealth Management’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

HB Wealth 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
2026
Q1 		$535K Sell
27,266
-59,506
-69% -$1.17M ﹤0.01% 945
2025
Q4 		$1.71M Buy
86,772
+3,692
+4% +$72.9K 0.01% 442
2025
Q3 		$1.64M Buy
83,080
+8,073
+11% +$159K 0.01% 467
2025
Q2 		$1.47M Buy
75,007
+42,383
+130% +$830K 0.01% 441
2025
Q1 		$639K Buy
32,624
+6,853
+27% +$134K 0.01% 688
2024
Q4 		$502K Buy
25,771
+893
+4% +$17.4K 0.01% 620
2024
Q3 		$491K Buy
24,878
+3,459
+16% +$67.6K 0.01% 590
2024
Q2 		$412K Buy
21,419
+124
+0.6% +$2.38K ﹤0.01% 603
2024
Q1 		$411K Buy
21,295
+886
+4% +$17.1K 0.01% 556
2023
Q4 		$397K Buy
+20,409
New +$387K 0.01% 520

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