MFC
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Morris Financial Concepts’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Morris Financial Concepts’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 		$199K Hold
10,122
– – 0.07% 138
2025
Q4 		$200K Hold
10,122
– – 0.07% 135
2025
Q3 		$200K Hold
10,122
– – 0.07% 138
2025
Q2 		$199K Hold
10,122
– – 0.08% 137
2025
Q1 		$198K Hold
10,122
– – 0.08% 133
2024
Q4 		$197K Hold
10,122
– – 0.08% 125
2024
Q3 		$200K Buy
+10,122
New +$198K 0.09% 121

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