Masso Torrence Wealth Management’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Masso Torrence 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
2025 Q3	$1.79M	Buy	90,638 +338	+0.4%	+$6.65K	0.74%	33
2025 Q2	$1.77M	Buy	90,300 +4,704	+5%	+$92.2K	0.82%	28
2025 Q1	$1.68M	Buy	85,596 +5,902	+7%	+$115K	0.9%	28
2024 Q4	$1.55M	Buy	79,694 +10,519	+15%	+$206K	0.82%	29
2024 Q3	$1.36M	Sell	69,175 -297	-0.4%	-$5.81K	0.74%	29
2024 Q2	$1.34M	Buy	69,472 +2,152	+3%	+$41.3K	0.74%	32
2024 Q1	$1.3M	Buy	67,320 +12,448	+23%	+$241K	0.77%	30
2023 Q4	$1.07M	Buy	54,872 +16,186	+42%	+$307K	0.73%	31
2023 Q3	$725K	Buy	38,686 +836	+2%	+$15.8K	0.56%	42
2023 Q2	$720K	Buy	37,850 +2,997	+9%	+$57.6K	0.52%	44
2023 Q1	$673K	Buy	34,853 +7,480	+27%	+$143K	0.53%	47
2022 Q4	$520K	Buy	+27,373	New	+$516K	0.41%	53

Other funds holding BSCR

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Masso Torrence Wealth Management's BSCR Position: Q3 2025 in Review

Masso Torrence Wealth Management increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 0.37% in Q3 2025, buying an estimated $6.65K and bringing the position to 90,638 shares worth $1.79M. The position accounts for 0.74% of the portfolio, ranked #33.

Masso Torrence Wealth Management first reported a position in BSCR in Q4 2022 and has held it in 12 quarters since. 352 funds tracked by Wall St. Rank hold BSCR as of Q3 2025.

Masso Torrence Wealth Management held 90,638 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $1.79M as of Q3 2025.
Masso Torrence Wealth Management bought 338 Invesco BulletShares 2027 Corporate Bond ETF shares in Q3 2025, an estimated $6.65K.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.74% of Masso Torrence Wealth Management's portfolio in Q3 2025, its #33 holding.
Masso Torrence Wealth Management first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2022 and has held it in 12 quarters since.
352 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q3 2025.

Based on Masso Torrence Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.