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Vermillion & White Wealth Management Group’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Vermillion & White Wealth Management Group’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 		$765K Sell
38,979
-1,456
-4% -$28.7K 0.44% 26
2025
Q4 		$801K Buy
40,435
+5,086
+14% +$100K 0.44% 24
2025
Q3 		$697K Hold
35,349
– – 0.4% 24
2025
Q2 		$695K Sell
35,349
-13,375
-27% -$262K 0.45% 23
2025
Q1 		$955K Sell
48,724
-886
-2% -$17.3K 0.69% 20
2024
Q4 		$966K Hold
49,610
– – 0.71% 27
2024
Q3 		$978K Hold
49,610
– – 0.72% 28
2024
Q2 		$954K Hold
49,610
– – 0.72% 28
2024
Q1 		$957K Buy
+49,610
New +$959K 0.76% 26

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