LWA
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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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 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 $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return