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

Schwallier 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
2025
Q2 		– Sell
-14,153
Closed -$277K – 56
2025
Q1 		$277K Buy
+14,153
New +$276K 0.2% 43

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Schwallier Wealth Management's BSCR Position: Q2 2025 in Review

Schwallier Wealth Management sold out of Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q2 2025, closing a stake of 14,153 shares — an estimated $277K sold.

Schwallier Wealth Management first reported a position in BSCR in Q1 2025 and held it in 1 quarter. The position peaked at $277K in Q1 2025. 354 funds tracked by Wall St. Rank hold BSCR as of Q2 2025.

  • Schwallier Wealth Management reported no remaining Invesco BulletShares 2027 Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Schwallier Wealth Management sold 14,153 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2025, an estimated $277K.
  • Schwallier Wealth Management first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q1 2025 and held it in 1 quarter.
  • Schwallier Wealth Management's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $277K in Q1 2025.
  • 354 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2025.

Based on Schwallier Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.