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Retirement Guys Formula’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Retirement Guys Formula’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
Q4 		– Sell
-10,754
Closed -$212K – 154
2025
Q3 		$212K Hold
10,754
– – 0.07% 158
2025
Q2 		$211K Hold
10,754
– – 0.08% 134
2025
Q1 		$211K Hold
10,754
– – 0.1% 127
2024
Q4 		$209K Buy
+10,754
New +$210K 0.11% 127

Other funds holding BSCR

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Retirement Guys Formula's BSCR Position: Q4 2025 in Review

Retirement Guys Formula sold out of Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q4 2025, closing a stake of 10,754 shares — an estimated $212K sold.

Retirement Guys Formula first reported a position in BSCR in Q4 2024 and held it in 4 quarters. The position peaked at $212K in Q3 2025. 383 funds tracked by Wall St. Rank hold BSCR as of Q4 2025.

  • Retirement Guys Formula reported no remaining Invesco BulletShares 2027 Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Retirement Guys Formula sold 10,754 Invesco BulletShares 2027 Corporate Bond ETF shares in Q4 2025, an estimated $212K.
  • Retirement Guys Formula first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2024 and held it in 4 quarters.
  • Retirement Guys Formula's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $212K in Q3 2025.
  • 383 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q4 2025.

Based on Retirement Guys Formula's 13F filing for Q4 2025, filed 23 Jan 2026.