Ledgewood Wealth Advisors’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Ledgewood Wealth Advisors’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 Q2	$10.8M	Buy	549,634 +2,218	+0.4%	+$43.6K	5.72%	5
2026 Q1	$10.7M	Buy	547,416 +37,622	+7%	+$742K	6.05%	5
2025 Q4	$10.1M	Buy	509,794 +204,172	+67%	+$4.03M	5.8%	6
2025 Q3	$6.02M	Buy	305,622 +9,920	+3%	+$195K	3.57%	9
2025 Q2	$5.81M	Buy	295,702 +8,214	+3%	+$161K	3.66%	9
2025 Q1	$5.63M	Buy	287,488 +7,774	+3%	+$152K	3.63%	9
2024 Q4	$5.45M	Buy	279,714 +42,957	+18%	+$839K	3.52%	10
2024 Q3	$4.67M	Buy	236,757 +33,509	+16%	+$655K	3.14%	11
2024 Q2	$3.91M	Buy	203,248 +15,374	+8%	+$295K	3.37%	11
2024 Q1	$3.62M	Buy	187,874 +5,981	+3%	+$116K	3.37%	11
2023 Q4	$3.54M	Buy	+181,893	New	+$3.45M	3.27%	9

Other funds holding BSCR

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

WLTH Capital Management Chandler, Arizona $156M AUM

Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return