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Stratos Wealth Partners’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Stratos Wealth Partners’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
Q1 		$270K Buy
13,733
+141
+1% +$2.78K ﹤0.01% 1386
2025
Q4 		$268K Buy
+13,592
New +$268K ﹤0.01% 1351
2024
Q4 		– Sell
-10,351
Closed -$204K – 1464
2024
Q3 		$204K Sell
10,351
-1,122
-10% -$21.9K ﹤0.01% 1334
2024
Q2 		$221K Buy
+11,473
New +$220K ﹤0.01% 1232
2023
Q2 		– Sell
-12,712
Closed -$245K – 1195
2023
Q1 		$245K Sell
12,712
-1,773
-12% -$34K 0.01% 953
2022
Q4 		$275K Buy
14,485
+522
+4% +$9.84K 0.01% 923
2022
Q3 		$260K Sell
13,963
-3,482
-20% -$67.5K 0.01% 920
2022
Q2 		$338K Buy
+17,445
New +$342K 0.01% 881

Other funds holding BSCR

Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return