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

TrinityPoint Wealth’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 		$3.9M Buy
200,081
+24,641
+14% +$481K 0.55% 46
2024
Q3 		$3.46M Buy
175,440
+75,333
+75% +$1.47M 0.5% 52
2024
Q2 		$1.92M Buy
+100,107
New +$1.92M 0.3% 86

Other funds holding BSCR

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TrinityPoint Wealth's BSCR Position: Q4 2024 in Review

TrinityPoint Wealth increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 14% in Q4 2024, buying an estimated $481K and bringing the position to 200,081 shares worth $3.9M. The position accounts for 0.55% of the portfolio, ranked #46.

TrinityPoint Wealth first reported a position in BSCR in Q2 2024 and has held it in 3 quarters since. 330 funds tracked by Wall St. Rank hold BSCR as of Q4 2024.

  • TrinityPoint Wealth held 200,081 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $3.9M as of Q4 2024.
  • TrinityPoint Wealth bought 24,641 Invesco BulletShares 2027 Corporate Bond ETF shares in Q4 2024, an estimated $481K.
  • Invesco BulletShares 2027 Corporate Bond ETF made up 0.55% of TrinityPoint Wealth's portfolio in Q4 2024, its #46 holding.
  • TrinityPoint Wealth first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q2 2024 and has held it in 3 quarters since.
  • 330 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.