Wealth Enhancement Advisory Services
BSCR icon

Wealth Enhancement Advisory Services’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Wealth Enhancement Advisory Services’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 		$2.24M Sell
114,053
-99,321
-47% -$1.96M ﹤0.01% 1332
2025
Q4 		$4.21M Buy
213,374
+2,364
+1% +$46.6K 0.01% 1103
2025
Q3 		$4.17M Buy
211,010
+487
+0.2% +$9.59K 0.01% 1035
2025
Q2 		$4.14M Sell
210,523
-1,382
-0.7% -$27.1K 0.01% 986
2025
Q1 		$4.15M Buy
211,905
+20,233
+11% +$395K 0.01% 900
2024
Q4 		$3.73M Buy
191,672
+26,227
+16% +$512K 0.01% 906
2024
Q3 		$3.26M Buy
165,445
+41,769
+34% +$817K 0.01% 863
2024
Q2 		$2.38M Buy
123,676
+103,153
+503% +$1.98M 0.01% 922
2024
Q1 		$396K Buy
20,523
+1,560
+8% +$30.1K ﹤0.01% 1725
2023
Q4 		$369K Buy
18,963
+1,778
+10% +$33.7K ﹤0.01% 1692
2023
Q3 		$322K Buy
+17,185
New +$326K ﹤0.01% 1698

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