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

True Wealth Design’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
2025
Q4 		– Sell
-971
Closed -$19.1K – 2598
2025
Q3 		$19.1K Buy
+971
New +$19.1K 0.01% 632

Other funds holding BSCR

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

True Wealth Design's BSCR Position: Q4 2025 in Review

True Wealth Design sold out of Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q4 2025, closing a stake of 971 shares — an estimated $19.1K sold.

True Wealth Design first reported a position in BSCR in Q3 2025 and held it in 1 quarter. The position peaked at $19.1K in Q3 2025. 383 funds tracked by Wall St. Rank hold BSCR as of Q4 2025.

  • True Wealth Design reported no remaining Invesco BulletShares 2027 Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • True Wealth Design sold 971 Invesco BulletShares 2027 Corporate Bond ETF shares in Q4 2025, an estimated $19.1K.
  • True Wealth Design first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q3 2025 and held it in 1 quarter.
  • True Wealth Design's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $19.1K in Q3 2025.
  • 383 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.