Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
WWM
Western Wealth Management’s
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
Stock Holding History
Western Wealth Management’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
$442K
Hold
22,500
–
–
0.02%
673
2025
Q4
$444K
Hold
22,500
–
–
0.02%
547
2025
Q3
$443K
Buy
22,500
+875
+4%
+$17.2K
0.02%
473
2025
Q2
$425K
Hold
21,625
–
–
0.03%
459
2025
Q1
$424K
Hold
21,625
–
–
0.03%
437
2024
Q4
$421K
Buy
21,625
+125
+0.6%
+$2.44K
0.03%
427
2024
Q3
$424K
Buy
21,500
+2,200
+11%
+$43K
0.02%
502
2024
Q2
$371K
Hold
19,300
–
–
0.03%
439
2024
Q1
$372K
Hold
19,300
–
–
0.03%
440
2023
Q4
$375K
Hold
19,300
–
–
0.03%
487
2023
Q3
$362K
Buy
19,300
+400
+2%
+$7.58K
0.03%
459
2023
Q2
$360K
Hold
18,900
–
–
0.03%
456
2023
Q1
$365K
Buy
18,900
+2,900
+18%
+$55.6K
0.03%
450
2022
Q4
$304K
Buy
+16,000
New
+$302K
0.03%
459
Other funds holding BSCR
Lido Advisors
Los Angeles, California
$25.5B AUM
19.2%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close