Sugarloaf Wealth Management’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Sugarloaf Wealth 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
2024 Q1	–	Sell	-20	Closed	-$387	–	685
2023 Q4	$387	Hold	20	–	–	﹤0.01%	653
2023 Q3	$369	Hold	20	–	–	﹤0.01%	655
2023 Q2	$371	Buy	20 +1	+5%	+$19	﹤0.01%	664
2023 Q1	$373	Hold	19	–	–	﹤0.01%	666
2022 Q4	$364	Buy	+19	New	+$358	﹤0.01%	743

Other funds holding BSCR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

RMDI

R.M. Davis Inc Portland, Maine $5.63B AUM 21.26% 1-Year Est. Return

Sugarloaf Wealth Management's BSCR Position: Q1 2024 in Review

Sugarloaf Wealth Management sold out of Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q1 2024, closing a stake of 20 shares — an estimated $387 sold.

Sugarloaf Wealth Management first reported a position in BSCR in Q4 2022 and held it in 5 quarters. The position peaked at $387 in Q4 2023. 254 funds tracked by Wall St. Rank hold BSCR as of Q1 2024.

Sugarloaf Wealth Management reported no remaining Invesco BulletShares 2027 Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Sugarloaf Wealth Management sold 20 Invesco BulletShares 2027 Corporate Bond ETF shares in Q1 2024, an estimated $387.
Sugarloaf Wealth Management first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2022 and held it in 5 quarters.
Sugarloaf Wealth Management's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $387 in Q4 2023.
254 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q1 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.