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United Capital Financial Advisors’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

United Capital Financial Advisors’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 		$652K Buy
33,205
+3,010
+10% +$59.3K ﹤0.01% 938
2025
Q4 		$596K Buy
30,195
+5,540
+22% +$109K ﹤0.01% 907
2025
Q3 		$486K Buy
24,655
+3,320
+16% +$65.4K ﹤0.01% 867
2025
Q2 		$419K Buy
21,335
+2,400
+13% +$47K ﹤0.01% 825
2025
Q1 		$371K Sell
18,935
-5,050
-21% -$98.6K ﹤0.01% 830
2024
Q4 		$467K Buy
23,985
+4,200
+21% +$82.1K ﹤0.01% 750
2024
Q3 		$390K Buy
19,785
+2,550
+15% +$49.9K ﹤0.01% 791
2024
Q2 		$331K Buy
17,235
+5,345
+45% +$103K ﹤0.01% 813
2024
Q1 		$229K Buy
+11,890
New +$230K ﹤0.01% 971

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