Moller Wealth Partners’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Moller Wealth Partners’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	–	Sell	-20,000	Closed	-$393K	–	71
2025 Q2	$393K	Hold	20,000	–	–	0.09%	47
2025 Q1	$392K	Hold	20,000	–	–	0.1%	46
2024 Q4	$390K	Hold	20,000	–	–	0.1%	45
2024 Q3	$394K	Hold	20,000	–	–	0.1%	44
2024 Q2	$384K	Buy	+20,000	New	+$384K	0.1%	44

Other funds holding BSCR

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Moller Wealth Partners's BSCR Position: Q3 2025 in Review

Moller Wealth Partners sold out of Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q3 2025, closing a stake of 20,000 shares — an estimated $393K sold.

Moller Wealth Partners first reported a position in BSCR in Q2 2024 and held it in 5 quarters. The position peaked at $394K in Q3 2024. 352 funds tracked by Wall St. Rank hold BSCR as of Q3 2025.

Moller Wealth Partners reported no remaining Invesco BulletShares 2027 Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Moller Wealth Partners sold 20,000 Invesco BulletShares 2027 Corporate Bond ETF shares in Q3 2025, an estimated $393K.
Moller Wealth Partners first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q2 2024 and held it in 5 quarters.
Moller Wealth Partners's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $394K in Q3 2024.
352 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q3 2025.

Based on Moller Wealth Partners's 13F filing for Q3 2025, filed 6 Oct 2025.