Robertson Stephens Wealth Management’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Robertson Stephens Wealth Management’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
2024 Q4	–	Sell	-15,775	Closed	-$311K	–	573
2024 Q3	$311K	Hold	15,775	–	–	0.01%	519
2024 Q2	$303K	Hold	15,775	–	–	0.02%	413
2024 Q1	$304K	Hold	15,775	–	–	0.02%	421
2023 Q4	$307K	Hold	15,775	–	–	0.02%	378
2023 Q3	$296K	Hold	15,775	–	–	0.02%	380
2023 Q2	$300K	Hold	15,775	–	–	0.02%	355
2023 Q1	$305K	Hold	15,775	–	–	0.02%	364
2022 Q4	$300K	Buy	+15,775	New	+$297K	0.03%	330

Other funds holding BSCR

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

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

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

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

HBT

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

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

Robertson Stephens Wealth Management's BSCR Position: Q4 2024 in Review

Robertson Stephens Wealth Management sold out of Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q4 2024, closing a stake of 15,775 shares — an estimated $311K sold.

Robertson Stephens Wealth Management first reported a position in BSCR in Q4 2022 and held it in 8 quarters. The position peaked at $311K in Q3 2024. 330 funds tracked by Wall St. Rank hold BSCR as of Q4 2024.

Robertson Stephens Wealth Management reported no remaining Invesco BulletShares 2027 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Robertson Stephens Wealth Management sold 15,775 Invesco BulletShares 2027 Corporate Bond ETF shares in Q4 2024, an estimated $311K.
Robertson Stephens Wealth Management first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2022 and held it in 8 quarters.
Robertson Stephens Wealth Management's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $311K in Q3 2024.
330 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q4 2024.

Based on Robertson Stephens Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.