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Level Financial Advisors’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Level Financial 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
2023
Q1 		– Sell
-468
Closed -$9K – 254
2022
Q4 		$9K Buy
+468
New +$8.82K 0.01% 167

Other funds holding BSCR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Level Financial Advisors's BSCR Position: Q1 2023 in Review

Level Financial Advisors sold out of Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q1 2023, closing a stake of 468 shares — an estimated $9K sold.

Level Financial Advisors first reported a position in BSCR in Q4 2022 and held it in 1 quarter. The position peaked at $9K in Q4 2022. 182 funds tracked by Wall St. Rank hold BSCR as of Q1 2023.

  • Level Financial Advisors reported no remaining Invesco BulletShares 2027 Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Level Financial Advisors sold 468 Invesco BulletShares 2027 Corporate Bond ETF shares in Q1 2023, an estimated $9K.
  • Level Financial Advisors first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2022 and held it in 1 quarter.
  • Level Financial Advisors's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $9K in Q4 2022.
  • 182 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q1 2023.

Based on Level Financial Advisors's 13F filing for Q1 2023, filed 10 Apr 2023.