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BSCR

Invesco BulletShares 2027 Corporate Bond ETF
1W: -0.1% 1M: -0.2% 3M: -0.6% YTD: +0.2% 1Y: +3.5% 3Y: +15.6% 5Y: +6.6%
$19.65
-0.02 (-0.10%)
After Hours: $19.89 (+0.25, +1.25%)
ETF NASDAQ · AUM $4.6B
ETF-Level Metrics
AUM$4.6B
Holdings242
Top 10 Wt18.6%
Beta0.48
% Profitable65%
Coverage80%
Portfolio Valuation
P/E166.1
P/B18.8
P/S15.6
EV/EBITDA10.7
P/FCF340.8
PEG15.55
Profitability & Returns
Gross Margin24.0%
Net Margin9.4%
ROE11.5%
ROA1.6%
ROIC7.3%
Div Yield2.74%
Leverage & Liquidity
Debt/Equity1.91
Debt/Assets0.26
Net Debt/EBITDA0.5x
Interest Cov1.6x
Current Ratio0.51
Quick Ratio0.49
Growth (YoY)
Revenue+10.4%
Net Income+13.9%
EPS+9.3%
FCF+25.5%
EBITDA+18.0%
Rev CAGR 3Y+11.0%
Quality Scores
Piotroski F6.5
Altman Z2.60
IS Quality62.9
IS Overall52.1
IS Value57.6
Median P/E20.4

Sector Breakdown

12 sectors
Sector # Holdings Total Weight % Avg P/E
Financial Services 55 20.6% 19.8
Other 100 19.5%
Consumer Cyclical 26 12.0% 8.7
Healthcare 31 10.5% 22.5
Technology 25 9.9% -7.8
Industrials 32 7.5% 28.0
Consumer Defensive 17 5.2% 18.1
Energy 17 3.9% 20.6
Communication Services 11 3.9% 8.4
Utilities 17 3.2% 21.6
Real Estate 12 2.9% 38.7
Basic Materials 5 0.9% -18.1

Smart Money Overlap

27 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
MSFT Microsoft Corporation 0.88% 4 Bullish 1 23 -5.0%
T AT&T Inc. 0.86% 4 Bullish 29 5 +1.2%
INTC Intel Corporation 0.71% 4 Bullish 2 3 -3.8%
JNJ Johnson & Johnson 0.70% 4 Bullish 12 2 -2.7%
CVS CVS Health Corporation 0.64% 4 Bullish 9 2 -0.5%
STT State Street Corporation 0.49% 4 Bullish 1 1 -2.7%
MRK Merck & Co., Inc. 0.49% 4 Bullish 11 2 -3.5%
OKE ONEOK, Inc. 0.39% 4 Bullish 3 1 +7.0%
SPGI S&P Global Inc. 0.38% 4 Bullish 3 1 +8.9%
WM Waste Management, Inc. 0.33% 4 Bullish 25 4 -4.6%
LHX L3Harris Technologies, Inc. 0.28% 4 Bullish 15 1 -0.3%
GD General Dynamics Corporation 0.27% 4 Bullish 40 1 -2.9%
CAH Cardinal Health, Inc. 0.27% 4 Bullish 1 1 -2.6%
AEP American Electric Power Company, Inc. 0.22% 4 Bullish 26 3 -5.1%
HUM Humana Inc. 0.22% 4 Bullish 1 2 -6.2%
UNP Union Pacific Corporation 0.22% 4 Bullish 37 3 -6.2%
AJG Arthur J. Gallagher & Co. 0.17% 4 Bullish 19 1 -5.5%
SRE Sempra 0.16% 4 Bullish 7 1 -0.9%
EXC Exelon Corporation 0.14% 4 Bullish 8 1 -2.0%
VRSN VeriSign, Inc. 0.12% 4 Bullish 2 1 +5.6%
Showing 50 of 348 holdings · Page 1 of 7
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 Toyota Motor Credit Corp 7203.T 1.99% $92.0M 92,174,000 11.7 $43.3T Consumer Cyclical
2 Ford Motor Credit Co LLC F 1.99% $91.6M 91,139,000 -5.6 $45.1B Consumer Cyclical
3 Amazon.com Inc AMZN.NE 1.91% $88.8M 89,598,000 28.3 $3.0T Consumer Cyclical
4 Apple Inc AAPL 1.91% $88.7M 89,605,500 31.1 $3.6T Technology
5 General Motors Financial Co Inc GM 1.59% $73.6M 73,739,000 20.2 $67.9B Consumer Cyclical
6 Royal Bank of Canada RY.TO 1.24% $57.1M 56,847,000 14.5 $305.2B Financial Services
7 Morgan Stanley MS 1.10% $51.0M 51,209,000 15.0 $256.4B Financial Services
8 Oracle Corp ORCL 1.08% $50.1M 51,209,000 26.4 $430.3B Technology
9 American Express Co AXP.BA 1.08% $50.1M 50,201,500 18.7 $274.9T Financial Services
10 Caterpillar Financial Services Corp CAT 1.08% $49.9M 50,158,000 35.8 $318.6B Industrials
11 Bank of America Corp BAC-PL 0.99% $45.5M 45,913,000 11.4 $449.4B Financial Services
12 Sumitomo Mitsui Financial Group Inc 8316.T 0.93% $43.1M 43,524,000 13.8 $19.7T Financial Services
13 Microsoft Corp MSFT 0.88% $40.8M 40,969,000 23.8 $2.8T Technology
14 AT&T Inc T 0.86% $40.2M 40,860,000 9.3 $200.9B Communication Services
15 Citigroup Inc Private 0.86% $39.3M 39,433,000
16 Goldman Sachs Group Inc/The GSBD 0.84% $39.0M 39,001,000 8.8 $1.0B Financial Services
17 NextEra Energy Capital Holdings Inc Private 0.82% $38.0M 38,299,000
18 Philip Morris International Inc PM 0.78% $36.0M 35,840,000 22.4 $253.9B Consumer Defensive
19 UnitedHealth Group Inc UNH.NE 0.75% $34.8M 35,083,000 20.8 $332.6B Healthcare
20 Capital One Financial Corp COF 0.73% $34.1M 34,305,000 40.0 $112.9B Financial Services
21 Comcast Corp CMCSA 0.72% $33.3M 33,681,400 5.3 $105.7B Communication Services
22 Intel Corp INTC 0.71% $33.0M 33,290,000 -797.9 $219.1B Technology
23 Johnson & Johnson JNJ 0.70% $32.6M 33,275,000 21.3 $567.2B Healthcare
24 JPMorgan Chase & Co JPM.NE 0.69% $31.8M 31,754,000 14.0 $1.0T Financial Services
25 International Business Machines Corp IBM.NE 0.68% $31.7M 32,252,000 21.4 $304.8B Technology
26 Invesco Government & Agency Portfolio AGPXX 0.67% $31.4M 31,354,734 $79.1B Financial Services
27 Bank of Montreal BMO.TO 0.66% $30.7M 30,725,000 14.3 $129.7B Financial Services
28 Coca-Cola Co/The CCHGY 0.65% $30.1M 30,720,000 18.7 $20.2B Consumer Defensive
29 Lowe's Cos Inc LOW 0.64% $29.4M 29,697,000 18.9 $126.1B Consumer Cyclical
30 CVS Health Corp CVS 0.64% $29.7M 30,719,000 51.3 $90.9B Healthcare
31 Banco Santander SA SAN.MC 0.61% $28.3M 28,163,000 9.7 $135.7B Financial Services
32 Visa Inc V.BA 0.59% $27.5M 28,161,000 27.8 $807.5T Financial Services
33 Amgen Inc AMGN 0.59% $27.4M 27,899,000 24.3 $187.5B Healthcare
34 Meta Platforms Inc META.NE 0.58% $27.0M 27,221,000 24.8 $2.1T Communication Services
35 Wells Fargo & Co WFC-PL 0.55% $25.6M 25,604,000 11.6 $238.2B Financial Services
36 PepsiCo Inc PEP.BA 0.55% $25.3M 25,591,000 24.9 $276.2T Consumer Defensive
37 Air Lease Corp AL 0.54% $24.9M 24,996,000 6.6 $7.2B Industrials
38 Canadian Imperial Bank of Commerce CM.TO 0.52% $24.2M 24,069,000 12.8 $120.0B Financial Services
39 Bank of Nova Scotia/The BKUTK 0.50% $23.4M 23,558,000 7.7 $158M Financial Services
40 Citibank NA Private 0.50% $23.1M 23,039,000
41 AbbVie Inc ABBV.BA 0.50% $23.2M 23,039,000 86.4 $532.6T Healthcare
42 Nomura Holdings Inc 8604.T 0.49% $23.0M 23,049,000 9.9 $3.6T Financial Services
43 State Street Corp STT 0.49% $22.6M 22,533,000 11.8 $34.1B Financial Services
44 Novartis Capital Corp NOVN.SW 0.49% $22.7M 23,043,000 20.0 $220.6B Healthcare
45 Crown Castle Inc CCI 0.49% $22.8M 23,040,000 80.7 $35.9B Real Estate
46 Procter & Gamble Co/The PGHL.BO 0.49% $22.7M 23,036,000 27.5 $80.8B Healthcare
47 Merck & Co Inc MRK 0.49% $22.6M 23,039,000 15.6 $282.3B Healthcare
48 Costco Wholesale Corp COST.BA 0.49% $22.5M 23,043,540 50.5 $634.9T Consumer Defensive
49 Centene Corp CNC 0.48% $22.0M 22,307,000 -2.5 $16.9B Healthcare
50 Hewlett Packard Enterprise Co HPE 0.48% $22.0M 22,019,000 -185.5 $28.8B Technology
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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms