WCM
BSCR icon

Whitener Capital Management’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Whitener Capital 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
Q2 		$1.08M Buy
55,276
+4,662
+9% +$91.6K 0.23% 82
2026
Q1 		$993K Buy
50,614
+10,065
+25% +$198K 0.23% 86
2025
Q4 		$800K Buy
40,549
+1,426
+4% +$28.1K 0.18% 91
2025
Q3 		$771K Buy
39,123
+9,079
+30% +$179K 0.18% 86
2025
Q2 		$590K Buy
30,044
+2,198
+8% +$43.1K 0.16% 97
2025
Q1 		$546K Sell
27,846
-1,478
-5% -$28.9K 0.15% 97
2024
Q4 		$571K Buy
29,324
+13,414
+84% +$262K 0.16% 97
2024
Q3 		$314K Buy
+15,910
New +$311K 0.09% 129
2019
Q4 		– Sell
-4,650
Closed -$97K – 179
2019
Q3 		$97K Hold
4,650
– – 0.05% 168
2019
Q2 		$95K Hold
4,650
– – 0.05% 172
2019
Q1 		$91K Buy
+4,650
New +$89.7K 0.06% 167

Other funds holding BSCR

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
WCM
WLTH Capital Management Chandler, Arizona $156M AUM
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return