Secure Asset Management’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Secure Asset 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	-58,926	Closed	-$1.15M	–	317
2025 Q1	$1.15M	Sell	58,926 -90,150	-60%	-$1.76M	0.23%	112
2024 Q4	$2.9M	Buy	149,076 +23,075	+18%	+$451K	0.44%	45
2024 Q3	$2.48M	Buy	126,001 +8,277	+7%	+$162K	0.42%	48
2024 Q2	$2.26M	Buy	117,724 +3,905	+3%	+$75K	0.43%	48
2024 Q1	$2.2M	Buy	113,819 +3,463	+3%	+$66.9K	0.52%	36
2023 Q4	$2.15M	Buy	110,356 +1,465	+1%	+$27.8K	0.58%	33
2023 Q3	$2.04M	Sell	108,891 -3,171	-3%	-$60.1K	0.61%	38
2023 Q2	$2.13M	Sell	112,062 -20,460	-15%	-$394K	0.65%	39
2023 Q1	$2.56M	Buy	132,522 +12,654	+11%	+$243K	0.85%	24
2022 Q4	$2.28M	Buy	+119,868	New	+$2.26M	0.82%	25

Other funds holding BSCR

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

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

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

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

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

Secure Asset Management's BSCR Position: Q2 2025 in Review

Secure Asset Management sold out of Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q2 2025, closing a stake of 58,926 shares — an estimated $1.15M sold.

Secure Asset Management first reported a position in BSCR in Q4 2022 and held it in 10 quarters. The position peaked at $2.9M in Q4 2024. 354 funds tracked by Wall St. Rank hold BSCR as of Q2 2025.

Secure Asset Management reported no remaining Invesco BulletShares 2027 Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Secure Asset Management sold 58,926 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2025, an estimated $1.15M.
Secure Asset Management first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2022 and held it in 10 quarters.
Secure Asset Management's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $2.9M in Q4 2024.
354 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2025.

Based on Secure Asset Management's 13F filing for Q2 2025, filed 10 Jul 2025.