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

Lineweaver 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
2023 Q2	–	Sell	-10,681	Closed	-$206K	–	123
2023 Q1	$206K	Buy	10,681 +49	+0.5%	+$939	0.06%	122
2022 Q4	$202K	Buy	10,632 +44	+0.4%	+$829	0.06%	119
2022 Q3	$197K	Buy	10,588 +37	+0.4%	+$718	0.06%	121
2022 Q2	$204K	Buy	+10,551	New	+$207K	0.07%	120
2022 Q1	–	Sell	-9,797	Closed	-$211K	–	141
2021 Q4	$211K	Sell	9,797 -5,100	-34%	-$110K	0.06%	126
2021 Q3	$325K	Buy	14,897 +4,653	+45%	+$102K	0.1%	105
2021 Q2	$224K	Hold	10,244	–	–	0.07%	113
2021 Q1	$221K	Hold	10,244	–	–	0.08%	107
2020 Q4	$229K	Buy	+10,244	New	+$227K	0.09%	89

Other funds holding BSCR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lineweaver Wealth Advisors's BSCR Position: Q2 2023 in Review

Lineweaver Wealth Advisors sold out of Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q2 2023, closing a stake of 10,681 shares — an estimated $206K sold.

Lineweaver Wealth Advisors first reported a position in BSCR in Q4 2020 and held it in 9 quarters. The position peaked at $325K in Q3 2021. 197 funds tracked by Wall St. Rank hold BSCR as of Q2 2023.

Lineweaver Wealth Advisors reported no remaining Invesco BulletShares 2027 Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Lineweaver Wealth Advisors sold 10,681 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2023, an estimated $206K.
Lineweaver Wealth Advisors first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2020 and held it in 9 quarters.
Lineweaver Wealth Advisors's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $325K in Q3 2021.
197 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2023.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.