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OneDigital Investment Advisors’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

OneDigital Investment 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
2026
Q1 		$1.23M Buy
62,740
+9,725
+18% +$192K 0.01% 615
2025
Q4 		$1.05M Buy
53,015
+19,527
+58% +$385K 0.01% 662
2025
Q3 		$660K Buy
33,488
+3,045
+10% +$59.9K 0.01% 820
2025
Q2 		$598K Hold
30,443
– – 0.01% 834
2025
Q1 		$596K Sell
30,443
-4,084
-12% -$79.7K 0.01% 795
2024
Q4 		$673K Buy
34,527
+3,372
+11% +$65.9K 0.01% 775
2024
Q3 		$614K Buy
31,155
+2,301
+8% +$45K 0.01% 858
2024
Q2 		$555K Buy
28,854
+9,676
+50% +$186K 0.01% 859
2024
Q1 		$370K Sell
19,178
-6,363
-25% -$123K 0.01% 842
2023
Q4 		$497K Buy
25,541
+13,692
+116% +$259K 0.01% 715
2023
Q3 		$222K Buy
+11,849
New +$225K ﹤0.01% 906

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