American Institute for Advanced Investment Management’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

American Institute for Advanced Investment 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	$1.07M	Buy	54,538 +4,045	+8%	+$79.5K	0.62%	46
2026 Q1	$991K	Buy	50,493 +5,740	+13%	+$113K	0.64%	48
2025 Q4	$883K	Buy	44,753 +4,437	+11%	+$87.6K	0.57%	49
2025 Q3	$795K	Sell	40,316 -145	-0.4%	-$2.85K	0.52%	53
2025 Q2	$795K	Buy	40,461 +4,035	+11%	+$79K	0.56%	48
2025 Q1	$714K	Buy	36,426 +6,610	+22%	+$129K	0.54%	51
2024 Q4	$581K	Buy	29,816 +6,686	+29%	+$131K	0.43%	69
2024 Q3	$456K	Buy	23,130 +2,525	+12%	+$49.4K	0.33%	81
2024 Q2	$396K	Buy	20,605 +5,285	+34%	+$101K	0.3%	86
2024 Q1	$296K	Buy	+15,320	New	+$296K	0.23%	105

Other funds holding BSCR

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

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

American Institute for Advanced Investment Management's BSCR Position: Q2 2026 in Review

American Institute for Advanced Investment Management increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 8% in Q2 2026, buying an estimated $79.5K and bringing the position to 54,538 shares worth $1.07M. The position accounts for 0.62% of the portfolio, ranked #46.

American Institute for Advanced Investment Management first reported a position in BSCR in Q1 2024 and has held it in 10 quarters since. 273 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

American Institute for Advanced Investment Management held 54,538 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $1.07M as of Q2 2026.
American Institute for Advanced Investment Management bought 4,045 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $79.5K.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.62% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #46 holding.
American Institute for Advanced Investment Management first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
273 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.