Allen Capital Group’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Allen Capital Group’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	$710K	Buy	36,212 +3,154	+10%	+$62K	0.06%	172
2026 Q1	$649K	Sell	33,058 -2,309	-7%	-$45.5K	0.06%	168
2025 Q4	$698K	Buy	35,367 +1,813	+5%	+$35.8K	0.06%	157
2025 Q3	$661K	Buy	33,554 +2,125	+7%	+$41.8K	0.06%	165
2025 Q2	$618K	Buy	31,429 +2,289	+8%	+$44.8K	0.06%	159
2025 Q1	$571K	Buy	29,140 +6,718	+30%	+$131K	0.06%	150
2024 Q4	$437K	Buy	22,422 +6,317	+39%	+$123K	0.05%	163
2024 Q3	$318K	Buy	16,105 +4,646	+41%	+$90.8K	0.04%	183
2024 Q2	$220K	Buy	+11,459	New	+$220K	0.03%	198

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

Allen Capital Group's BSCR Position: Q2 2026 in Review

Allen Capital Group increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 9.5% in Q2 2026, buying an estimated $62K and bringing the position to 36,212 shares worth $710K. The position accounts for 0.06% of the portfolio, ranked #172.

Allen Capital Group first reported a position in BSCR in Q2 2024 and has held it in 9 quarters since. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Allen Capital Group held 36,212 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $710K as of Q2 2026.
Allen Capital Group bought 3,154 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $62K.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.06% of Allen Capital Group's portfolio in Q2 2026, its #172 holding.
Allen Capital Group first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Allen Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.