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

V Wealth 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
2023 Q3	–	Sell	-48,783	Closed	-$928K	–	146
2023 Q2	$928K	Sell	48,783 -146	-0.3%	-$2.81K	0.15%	134
2023 Q1	$945K	Sell	48,929 -793	-2%	-$15.2K	0.18%	126
2022 Q4	$944K	Hold	49,722	–	–	0.2%	125
2022 Q3	$925K	Sell	49,722 -653	-1%	-$12.7K	0.19%	119
2022 Q2	$976K	Sell	50,375 -282	-0.6%	-$5.53K	0.18%	134
2022 Q1	$1.02M	Sell	50,657 -19	-0%	-$395	0.16%	143
2021 Q4	$1.09M	Sell	50,676 -3,814	-7%	-$82.4K	0.16%	144
2021 Q3	$1.19M	Sell	54,490 -4,050	-7%	-$89.1K	0.18%	133
2021 Q2	$1.28M	Sell	58,540 -384	-0.7%	-$8.39K	0.2%	117
2021 Q1	$1.27M	Buy	58,924 +23,298	+65%	+$514K	0.23%	110
2020 Q4	$798K	Sell	35,626 -1,052	-3%	-$23.3K	0.17%	156
2020 Q3	$806K	Sell	36,678 -6,050	-14%	-$133K	0.56%	42
2020 Q2	$931K	Buy	+42,728	New	+$902K	0.24%	102

Other funds holding BSCR

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BCM

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

WSTAM

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

V Wealth Advisors's BSCR Position: Q3 2023 in Review

V Wealth Advisors sold out of Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q3 2023, closing a stake of 48,783 shares — an estimated $928K sold.

V Wealth Advisors first reported a position in BSCR in Q2 2020 and held it in 13 quarters. The position peaked at $1.28M in Q2 2021. 210 funds tracked by Wall St. Rank hold BSCR as of Q3 2023.

V Wealth Advisors reported no remaining Invesco BulletShares 2027 Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 48,783 Invesco BulletShares 2027 Corporate Bond ETF shares in Q3 2023, an estimated $928K.
V Wealth Advisors first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q2 2020 and held it in 13 quarters.
V Wealth Advisors's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $1.28M in Q2 2021.
210 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.