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Siligmueller & Norvid Wealth Advisors’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Siligmueller & Norvid Wealth Advisors’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
-185,160
Closed -$3.64M – 165
2025
Q2 		$3.64M Sell
185,160
-186,150
-50% -$3.65M 1.41% 22
2025
Q1 		$7.27M Buy
371,310
+2,061
+0.6% +$40.2K 3.08% 7
2024
Q4 		$7.19M Buy
+369,249
New +$7.21M 3.07% 7

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

Siligmueller & Norvid Wealth Advisors's BSCR Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors sold out of Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q3 2025, closing a stake of 185,160 shares — an estimated $3.64M sold.

Siligmueller & Norvid Wealth Advisors first reported a position in BSCR in Q4 2024 and held it in 3 quarters. The position peaked at $7.27M in Q1 2025. 352 funds tracked by Wall St. Rank hold BSCR as of Q3 2025.

  • Siligmueller & Norvid Wealth Advisors reported no remaining Invesco BulletShares 2027 Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Siligmueller & Norvid Wealth Advisors sold 185,160 Invesco BulletShares 2027 Corporate Bond ETF shares in Q3 2025, an estimated $3.64M.
  • Siligmueller & Norvid Wealth Advisors first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2024 and held it in 3 quarters.
  • Siligmueller & Norvid Wealth Advisors's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $7.27M in Q1 2025.
  • 352 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.