WA
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WESPAC Advisors’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

WESPAC 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 		$285K Hold
14,523
– – 0.16% 135
2025
Q4 		$287K Sell
14,523
-1,665
-10% -$32.9K 0.16% 136
2025
Q3 		$319K Buy
16,188
+165
+1% +$3.25K 0.19% 139
2025
Q2 		$315K Hold
16,023
– – 0.22% 135
2025
Q1 		$314K Hold
16,023
– – 0.26% 116
2024
Q4 		$312K Buy
+16,023
New +$313K 0.23% 135
2024
Q1 		– Sell
-12,203
Closed -$237K – 171
2023
Q4 		$237K Buy
+12,203
New +$231K 0.16% 132

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