Snowden Capital Advisors’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Snowden Capital 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
2024 Q4	–	Sell	-21,484	Closed	-$424K	–	1207
2024 Q3	$424K	Sell	21,484 -2,682	-11%	-$52.4K	0.01%	849
2024 Q2	$464K	Buy	24,166 +590	+3%	+$11.3K	0.01%	783
2024 Q1	$455K	Buy	23,576 +1,067	+5%	+$20.6K	0.01%	801
2023 Q4	$438K	Hold	22,509	–	–	0.02%	758
2023 Q3	$422K	Hold	22,509	–	–	0.02%	719
2023 Q2	$428K	Buy	22,509 +3,484	+18%	+$67K	0.02%	805
2023 Q1	$367K	Buy	+19,025	New	+$365K	0.01%	860

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

Snowden Capital Advisors's BSCR Position: Q4 2024 in Review

Snowden Capital Advisors sold out of Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q4 2024, closing a stake of 21,484 shares — an estimated $424K sold.

Snowden Capital Advisors first reported a position in BSCR in Q1 2023 and held it in 7 quarters. The position peaked at $464K in Q2 2024. 330 funds tracked by Wall St. Rank hold BSCR as of Q4 2024.

Snowden Capital Advisors reported no remaining Invesco BulletShares 2027 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Snowden Capital Advisors sold 21,484 Invesco BulletShares 2027 Corporate Bond ETF shares in Q4 2024, an estimated $424K.
Snowden Capital Advisors first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q1 2023 and held it in 7 quarters.
Snowden Capital Advisors's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $464K in Q2 2024.
330 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q4 2024.

Based on Snowden Capital Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.