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Revolve Wealth Partners’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Revolve Wealth Partners’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 		– Sell
-18,672
Closed -$367K – 236
2025
Q2 		$367K Hold
18,672
– – 0.05% 151
2025
Q1 		$366K Hold
18,672
– – 0.05% 146
2024
Q4 		$364K Buy
+18,672
New +$365K 0.05% 144

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
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Revolve Wealth Partners's BSCR Position: Q3 2025 in Review

Revolve Wealth Partners sold out of Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q3 2025, closing a stake of 18,672 shares — an estimated $367K sold.

Revolve Wealth Partners first reported a position in BSCR in Q4 2024 and held it in 3 quarters. The position peaked at $367K in Q2 2025. 352 funds tracked by Wall St. Rank hold BSCR as of Q3 2025.

  • Revolve Wealth Partners reported no remaining Invesco BulletShares 2027 Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Revolve Wealth Partners sold 18,672 Invesco BulletShares 2027 Corporate Bond ETF shares in Q3 2025, an estimated $367K.
  • Revolve Wealth Partners first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2024 and held it in 3 quarters.
  • Revolve Wealth Partners's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $367K in Q2 2025.
  • 352 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q3 2025.

Based on Revolve Wealth Partners's 13F filing for Q3 2025, filed 14 Oct 2025.