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AA Financial Advisors’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

AA Financial Advisors’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 		$11.1M Buy
566,702
+30,492
+6% +$599K 1.34% 16
2026
Q1 		$10.5M Sell
536,210
-99,726
-16% -$1.97M 1.48% 15
2025
Q4 		$12.6M Buy
635,936
+4,890
+0.8% +$96.5K 2.32% 8
2025
Q3 		$12.4M Buy
631,046
+63,051
+11% +$1.24M 2.44% 7
2025
Q2 		$11.2M Buy
567,995
+1,920
+0.3% +$37.6K 2.41% 7
2025
Q1 		$11.1M Buy
566,075
+90,609
+19% +$1.77M 2.71% 7
2024
Q4 		$9.26M Buy
475,466
+123,287
+35% +$2.41M 2.47% 7
2024
Q3 		$6.94M Buy
352,179
+96,984
+38% +$1.9M 2.01% 12
2024
Q2 		$4.9M Buy
255,195
+70,982
+39% +$1.36M 1.73% 19
2024
Q1 		$3.55M Buy
+184,213
New +$3.56M 1.43% 21

Other funds holding BSCR

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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
OSNBOA
Old Second National Bank of Aurora Aurora, Illinois $530M AUM 29.29% 1-Year Est. Return
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
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return

AA Financial Advisors's BSCR Position: Q2 2026 in Review

AA Financial Advisors increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 5.7% in Q2 2026, buying an estimated $599K and bringing the position to 566,702 shares worth $11.1M. The position accounts for 1.34% of the portfolio, ranked #16.

AA Financial Advisors first reported a position in BSCR in Q1 2024 and has held it in 10 quarters since. The position peaked at $12.6M in Q4 2025. 112 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

  • AA Financial Advisors held 566,702 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $11.1M as of Q2 2026.
  • AA Financial Advisors bought 30,492 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $599K.
  • Invesco BulletShares 2027 Corporate Bond ETF made up 1.34% of AA Financial Advisors's portfolio in Q2 2026, its #16 holding.
  • AA Financial Advisors first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • AA Financial Advisors's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $12.6M in Q4 2025.
  • 112 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.