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

Midland 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
2024
Q2 		– Sell
-23,200
Closed -$448K – 221
2024
Q1 		$448K Sell
23,200
-18,264
-44% -$353K 0.03% 147
2023
Q4 		$807K Buy
+41,464
New +$786K 0.06% 104

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 $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Midland Wealth Advisors's BSCR Position: Q2 2024 in Review

Midland Wealth Advisors sold out of Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q2 2024, closing a stake of 23,200 shares — an estimated $448K sold.

Midland Wealth Advisors first reported a position in BSCR in Q4 2023 and held it in 2 quarters. The position peaked at $807K in Q4 2023. 271 funds tracked by Wall St. Rank hold BSCR as of Q2 2024.

  • Midland Wealth Advisors reported no remaining Invesco BulletShares 2027 Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Midland Wealth Advisors sold 23,200 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2024, an estimated $448K.
  • Midland Wealth Advisors first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2023 and held it in 2 quarters.
  • Midland Wealth Advisors's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $807K in Q4 2023.
  • 271 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2024.

Based on Midland Wealth Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.