Householder Group Estate & Retirement Specialist’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	–	Sell	-3,711	Closed	-$73K	–	614
2024 Q3	$73K	Buy	3,711 +184	+5%	+$3.6K	0.02%	419
2024 Q2	$67K	Buy	3,527 +4	+0.1%	+$77	0.02%	426
2024 Q1	$68K	Sell	3,523 -49	-1%	-$947	0.02%	424
2023 Q4	$69K	Sell	3,572 -454	-11%	-$8.6K	0.02%	401
2023 Q3	$75.4K	Buy	+4,026	New	+$76.3K	0.03%	373
2023 Q1	$90K	Buy	+4,643	New	+$89K	0.03%	326
2022 Q4	–	Sell	-7,570	Closed	-$140K	–	420
2022 Q3	$140K	Buy	+7,570	New	+$147K	0.06%	211

Other funds holding BSCR

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

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

HBT

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

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

Householder Group Estate & Retirement Specialist's BSCR Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q4 2024, closing a stake of 3,711 shares — an estimated $73K sold.

Householder Group Estate & Retirement Specialist first reported a position in BSCR in Q3 2022 and held it in 7 quarters. The position peaked at $140K in Q3 2022. 330 funds tracked by Wall St. Rank hold BSCR as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Invesco BulletShares 2027 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 3,711 Invesco BulletShares 2027 Corporate Bond ETF shares in Q4 2024, an estimated $73K.
Householder Group Estate & Retirement Specialist first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $140K in Q3 2022.
330 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.