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

AE 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	$5.28K	Sell	269 -1	-0.4%	-$20	﹤0.01%	2462
2026 Q1	$5.29K	Buy	270 +1	+0.4%	+$20	﹤0.01%	2360
2025 Q4	$5.31K	Hold	269	–	–	﹤0.01%	2217
2025 Q3	$5.3K	Hold	269	–	–	﹤0.01%	2068
2025 Q2	$5.29K	Sell	269 -44	-14%	-$862	﹤0.01%	1947
2025 Q1	$6.13K	Sell	313 -1,067	-77%	-$20.8K	﹤0.01%	1918
2024 Q4	$26.9K	Buy	+1,380	New	+$27K	﹤0.01%	1664
2024 Q1	–	Sell	-15,303	Closed	-$296K	–	1255
2023 Q4	$296K	Sell	15,303 -2,148	-12%	-$40.7K	﹤0.01%	1706
2023 Q3	$327K	Buy	+17,451	New	+$331K	﹤0.01%	1578

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

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

AE Wealth Management reduced its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 0.37% in Q2 2026, selling an estimated $20 and leaving 269 shares worth $5.28K. The position accounts for ﹤0.01% of the portfolio, ranked #2462.

AE Wealth Management first reported a position in BSCR in Q3 2023 and has held it in 9 quarters since. The position peaked at $327K in Q3 2023. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

AE Wealth Management held 269 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $5.28K as of Q2 2026.
AE Wealth Management sold 1 Invesco BulletShares 2027 Corporate Bond ETF share in Q2 2026, an estimated $20.
Invesco BulletShares 2027 Corporate Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2462 holding.
AE Wealth Management first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q3 2023 and has held it in 9 quarters since.
AE Wealth Management's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $327K in Q3 2023.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.