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GPM Growth Investors Trims $7 Million From Invesco BulletShares 2027 ETF

Filings indicate a maturity-driven ladder adjustment, not a shift in credit outlook.

Overview

  • An SEC filing dated Jan. 30 shows GPM Growth Investors sold 355,263 shares of BSCR, an estimated $7.01 million based on quarterly average pricing.
  • The transaction reduced the quarter-end value of its BSCR position by about $7.00 million and left the stake at 0.13% of reportable 13F AUM.
  • Recent disclosures from other advisors show fresh allocations to later BulletShares tranches such as 2030, pointing to cross-maturity rebalancing.
  • BSCR is a defined-maturity ETF focused on investment-grade corporate bonds due in 2027, with at least 80% of assets in that maturity cohort.
  • Fund data as of Jan. 29 show $4.42 billion in assets, a 4.26% yield, a $19.72 share price, and roughly a 6% one-year total return.