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

Optimum 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
2025 Q3	$292K	Buy	14,800 +5,500	+59%	+$108K	0.12%	155
2025 Q2	$183K	Buy	9,300 +6,300	+210%	+$123K	0.08%	185
2025 Q1	$58.8K	Buy	3,000 +2,000	+200%	+$39K	0.03%	316
2024 Q4	$19.5K	Hold	1,000	–	–	0.01%	431
2024 Q3	$19.7K	Hold	1,000	–	–	0.01%	454
2024 Q2	$19.2K	Hold	1,000	–	–	0.01%	451
2024 Q1	$19.3K	Buy	+1,000	New	+$19.3K	0.01%	459
2022 Q4	–	Sell	-114	Closed	-$2K	–	768
2022 Q3	$2K	Buy	+114	New	+$2.21K	﹤0.01%	720

Other funds holding BSCR

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Optimum Investment Advisors's BSCR Position: Q3 2025 in Review

Optimum Investment Advisors increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 59% in Q3 2025, buying an estimated $108K and bringing the position to 14,800 shares worth $292K. The position accounts for 0.12% of the portfolio, ranked #155.

Optimum Investment Advisors first reported a position in BSCR in Q3 2022 and has held it in 8 quarters since. 352 funds tracked by Wall St. Rank hold BSCR as of Q3 2025.

Optimum Investment Advisors held 14,800 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $292K as of Q3 2025.
Optimum Investment Advisors bought 5,500 Invesco BulletShares 2027 Corporate Bond ETF shares in Q3 2025, an estimated $108K.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.12% of Optimum Investment Advisors's portfolio in Q3 2025, its #155 holding.
Optimum Investment Advisors first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q3 2022 and has held it in 8 quarters since.
352 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.