MFS
BSCR icon

Mattson Financial Services’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Mattson Financial Services’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
Q1 		– Sell
-146
Closed -$2.88K – 339
2024
Q4 		$2.88K Hold
146
– – ﹤0.01% 303
2024
Q3 		$2.81K Hold
146
– – ﹤0.01% 231
2024
Q2 		$2.81K Buy
+146
New +$2.8K ﹤0.01% 231

Other funds holding BSCR

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Mattson Financial Services's BSCR Position: Q1 2025 in Review

Mattson Financial Services sold out of Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q1 2025, closing a stake of 146 shares — an estimated $2.88K sold.

Mattson Financial Services first reported a position in BSCR in Q2 2024 and held it in 3 quarters. The position peaked at $2.88K in Q4 2024. 348 funds tracked by Wall St. Rank hold BSCR as of Q1 2025.

  • Mattson Financial Services reported no remaining Invesco BulletShares 2027 Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Mattson Financial Services sold 146 Invesco BulletShares 2027 Corporate Bond ETF shares in Q1 2025, an estimated $2.88K.
  • Mattson Financial Services first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q2 2024 and held it in 3 quarters.
  • Mattson Financial Services's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $2.88K in Q4 2024.
  • 348 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q1 2025.

Based on Mattson Financial Services's 13F filing for Q1 2025, filed 22 May 2025.