SS
BSCR icon

Sound Stewardship’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Sound Stewardship’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
2026
Q2 		$8.74M Buy
445,738
+13,799
+3% +$271K 3.61% 10
2026
Q1 		$8.48M Buy
431,939
+21,574
+5% +$425K 3.88% 9
2025
Q4 		$8.1M Buy
410,365
+22,707
+6% +$448K 3.88% 11
2025
Q3 		$7.64M Buy
387,658
+13,992
+4% +$275K 3.67% 10
2025
Q2 		$7.34M Buy
373,666
+9,462
+3% +$185K 3.79% 9
2025
Q1 		$7.13M Buy
364,204
+14,541
+4% +$284K 4.07% 8
2024
Q4 		$6.81M Buy
349,663
+6,695
+2% +$131K 4.05% 9
2024
Q3 		$6.76M Buy
342,968
+25,993
+8% +$508K 3.8% 9
2024
Q2 		$6.09M Sell
316,975
-2,807
-0.9% -$53.9K 3.7% 11
2024
Q1 		$6.17M Buy
319,782
+269,067
+531% +$5.2M 3.74% 11
2023
Q4 		$987K Buy
50,715
+37,035
+271% +$702K 0.65% 33
2023
Q3 		$256K Buy
+13,680
New +$259K 0.17% 61

Other funds holding BSCR

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
WCM
WLTH Capital Management Chandler, Arizona $156M AUM
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return