49 Wealth Management’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

49 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	–	Sell	-1,005,908	Closed	-$19.9M	–	209
2025 Q4	$19.9M	Buy	1,005,908 +64,019	+7%	+$1.26M	1.62%	15
2025 Q3	$18.6M	Sell	941,889 -2,139	-0.2%	-$42.1K	1.75%	14
2025 Q2	$18.6M	Sell	944,028 -123,578	-12%	-$2.42M	1.97%	12
2025 Q1	$20.9M	Buy	1,067,606 +11,548	+1%	+$225K	2.52%	12
2024 Q4	$20.6M	Buy	1,056,058 +331,190	+46%	+$6.47M	2.93%	11
2024 Q3	$14.3M	Buy	724,868 +57,095	+9%	+$1.12M	2.33%	13
2024 Q2	$12.8M	Buy	+667,773	New	+$12.8M	2.53%	10

Other funds holding BSCR

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

49 Wealth Management's BSCR Position: Q1 2026 in Review

49 Wealth Management sold out of Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q1 2026, closing a stake of 1,005,908 shares — an estimated $19.9M sold.

49 Wealth Management first reported a position in BSCR in Q2 2024 and held it in 7 quarters. The position peaked at $20.9M in Q1 2025. 402 funds tracked by Wall St. Rank hold BSCR as of Q1 2026.

49 Wealth Management reported no remaining Invesco BulletShares 2027 Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
49 Wealth Management sold 1,005,908 Invesco BulletShares 2027 Corporate Bond ETF shares in Q1 2026, an estimated $19.9M.
49 Wealth Management first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q2 2024 and held it in 7 quarters.
49 Wealth Management's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $20.9M in Q1 2025.
402 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q1 2026.

Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.