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Motley Fool Wealth Management’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Motley Fool 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
Q2 		– Sell
-276,344
Closed -$5.41M – 129
2025
Q1 		$5.41M Sell
276,344
-31,579
-10% -$617K 0.32% 98
2024
Q4 		$6M Sell
307,923
-412,576
-57% -$8.06M 0.31% 97
2024
Q3 		$14.2M Sell
720,499
-36,391
-5% -$712K 0.71% 50
2024
Q2 		$14.6M Buy
756,890
+13,388
+2% +$257K 0.74% 47
2024
Q1 		$14.3M Sell
743,502
-359,496
-33% -$6.95M 0.74% 43
2023
Q4 		$21.5M Buy
1,102,998
+22,841
+2% +$433K 1.12% 23
2023
Q3 		$20.2M Buy
1,080,157
+39,081
+4% +$741K 1.17% 23
2023
Q2 		$19.8M Buy
1,041,076
+30,321
+3% +$583K 1.17% 24
2023
Q1 		$19.5M Sell
1,010,755
-153,672
-13% -$2.95M 1.22% 24
2022
Q4 		$22.1M Sell
1,164,427
-68,355
-6% -$1.29M 1.54% 20
2022
Q3 		$22.9M Sell
1,232,782
-48,856
-4% -$948K 1.5% 21
2022
Q2 		$24.8M Sell
1,281,638
-72,126
-5% -$1.41M 1.56% 21
2022
Q1 		$27.4M Sell
1,353,764
-44,932
-3% -$934K 1.31% 25
2021
Q4 		$30.1M Sell
1,398,696
-1,785
-0.1% -$38.6K 1.31% 23
2021
Q3 		$30.6M Buy
1,400,481
+66,919
+5% +$1.47M 1.33% 22
2021
Q2 		$29.2M Buy
1,333,562
+26,946
+2% +$589K 1.23% 22
2021
Q1 		$28.2M Buy
1,306,616
+40,927
+3% +$903K 1.27% 19
2020
Q4 		$28.3M Sell
1,265,689
-113,449
-8% -$2.51M 1.26% 17
2020
Q3 		$30.3M Buy
1,379,138
+55,067
+4% +$1.21M 1.58% 14
2020
Q2 		$28.8M Buy
+1,324,071
New +$27.9M 1.64% 14

Other funds holding BSCR

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Motley Fool Wealth Management's BSCR Position: Q2 2025 in Review

Motley Fool Wealth Management sold out of Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q2 2025, closing a stake of 276,344 shares — an estimated $5.41M sold.

Motley Fool Wealth Management first reported a position in BSCR in Q2 2020 and held it in 20 quarters. The position peaked at $30.6M in Q3 2021. 354 funds tracked by Wall St. Rank hold BSCR as of Q2 2025.

  • Motley Fool Wealth Management reported no remaining Invesco BulletShares 2027 Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Motley Fool Wealth Management sold 276,344 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2025, an estimated $5.41M.
  • Motley Fool Wealth Management first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q2 2020 and held it in 20 quarters.
  • Motley Fool Wealth Management's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $30.6M in Q3 2021.
  • 354 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2025.

Based on Motley Fool Wealth Management's 13F filing for Q2 2025, filed 1 Aug 2025.