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

Lakeridge 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
2024
Q4 		– Sell
-12,630
Closed -$249K – 155
2024
Q3 		$249K Buy
12,630
+41
+0.3% +$802 0.14% 128
2024
Q2 		$242K Buy
+12,589
New +$242K 0.15% 122

Other funds holding BSCR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
CA
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lakeridge Wealth Management's BSCR Position: Q4 2024 in Review

Lakeridge Wealth Management sold out of Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q4 2024, closing a stake of 12,630 shares — an estimated $249K sold.

Lakeridge Wealth Management first reported a position in BSCR in Q2 2024 and held it in 2 quarters. The position peaked at $249K in Q3 2024. 330 funds tracked by Wall St. Rank hold BSCR as of Q4 2024.

  • Lakeridge Wealth Management reported no remaining Invesco BulletShares 2027 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Lakeridge Wealth Management sold 12,630 Invesco BulletShares 2027 Corporate Bond ETF shares in Q4 2024, an estimated $249K.
  • Lakeridge Wealth Management first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q2 2024 and held it in 2 quarters.
  • Lakeridge Wealth Management's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $249K in Q3 2024.
  • 330 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q4 2024.

Based on Lakeridge Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.