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Wayfinding Financial’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Wayfinding Financial’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
Q2 		– Sell
-3,064
Closed -$60K – 222
2025
Q1 		$60K Buy
+3,064
New +$59.8K 0.03% 324

Other funds holding BSCR

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Wayfinding Financial's BSCR Position: Q2 2025 in Review

Wayfinding Financial sold out of Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q2 2025, closing a stake of 3,064 shares — an estimated $60K sold.

Wayfinding Financial first reported a position in BSCR in Q1 2025 and held it in 1 quarter. The position peaked at $60K in Q1 2025. 354 funds tracked by Wall St. Rank hold BSCR as of Q2 2025.

  • Wayfinding Financial reported no remaining Invesco BulletShares 2027 Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Wayfinding Financial sold 3,064 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2025, an estimated $60K.
  • Wayfinding Financial first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q1 2025 and held it in 1 quarter.
  • Wayfinding Financial's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $60K in Q1 2025.
  • 354 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2025.

Based on Wayfinding Financial's 13F filing for Q2 2025, filed 12 Aug 2025.