Oxford Financial Group’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Oxford Financial Group’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
2022 Q2	–	Sell	-4,056	Closed	-$82K	–	268
2022 Q1	$82K	Hold	4,056	–	–	0.01%	208
2021 Q4	$87K	Buy	+4,056	New	+$87.6K	0.01%	220
2021 Q1	–	Sell	-4,056	Closed	-$91K	–	220
2020 Q4	$91K	Buy	+4,056	New	+$89.8K	0.01%	178

Other funds holding BSCR

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

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

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

NCM

Novare Capital Management Charlotte, North Carolina $1.26B AUM 20.28% 1-Year Est. Return

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

Oxford Financial Group's BSCR Position: Q2 2022 in Review

Oxford Financial Group sold out of Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q2 2022, closing a stake of 4,056 shares — an estimated $82K sold.

Oxford Financial Group first reported a position in BSCR in Q4 2020 and held it in 3 quarters. The position peaked at $91K in Q4 2020. 109 funds tracked by Wall St. Rank hold BSCR as of Q2 2022.

Oxford Financial Group reported no remaining Invesco BulletShares 2027 Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Oxford Financial Group sold 4,056 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2022, an estimated $82K.
Oxford Financial Group first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2020 and held it in 3 quarters.
Oxford Financial Group's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $91K in Q4 2020.
109 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2022.

Based on Oxford Financial Group's 13F filing for Q2 2022, filed 11 Aug 2022.