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

LongView 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
2026
Q1 		$368K Hold
18,700
– – 0.09% 169
2025
Q4 		$369K Hold
18,700
– – 0.09% 167
2025
Q3 		$369K Hold
18,700
– – 0.1% 151
2025
Q2 		$367K Buy
18,700
+3,500
+23% +$68.6K 0.11% 147
2025
Q1 		$298K Hold
15,200
– – 0.09% 166
2024
Q4 		$296K Buy
15,200
+2,500
+20% +$48.8K 0.09% 163
2024
Q3 		$250K Buy
+12,700
New +$248K 0.08% 176
2024
Q2 		– Sell
-13,000
Closed -$251K – 184
2024
Q1 		$251K Hold
13,000
– – 0.1% 155
2023
Q4 		$252K Buy
+13,000
New +$246K 0.11% 150

Other funds holding BSCR

Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return