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

Accurate 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 Q2	$1.74M	Buy	88,466 +1,567	+2%	+$30.8K	0.17%	142
2026 Q1	$1.71M	Buy	86,899 +14,401	+20%	+$284K	0.21%	107
2025 Q4	$1.43M	Buy	72,498 +525	+0.7%	+$10.4K	0.18%	129
2025 Q3	$1.42M	Buy	71,973 +1,895	+3%	+$37.3K	0.19%	125
2025 Q2	$1.38M	Buy	+70,078	New	+$1.37M	0.21%	119

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

SFG

SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return

Accurate Wealth Management's BSCR Position: Q2 2026 in Review

Accurate Wealth Management increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 1.8% in Q2 2026, buying an estimated $30.8K and bringing the position to 88,466 shares worth $1.74M. The position accounts for 0.17% of the portfolio, ranked #142.

Accurate Wealth Management first reported a position in BSCR in Q2 2025 and has held it in 5 quarters since. 405 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Accurate Wealth Management held 88,466 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $1.74M as of Q2 2026.
Accurate Wealth Management bought 1,567 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $30.8K.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.17% of Accurate Wealth Management's portfolio in Q2 2026, its #142 holding.
Accurate Wealth Management first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
405 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.