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

Apella Capital’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 		$1.05M Buy
53,419
+771
+1% +$15.1K 0.01% 366
2026
Q1 		$1.04M Sell
52,648
-1,830
-3% -$36.1K 0.02% 358
2025
Q4 		$1.08M Sell
54,478
-457
-0.8% -$9.02K 0.02% 268
2025
Q3 		$1.09M Buy
54,935
+10,446
+23% +$206K 0.02% 244
2025
Q2 		$874K Sell
44,489
-842
-2% -$16.5K 0.02% 235
2025
Q1 		$888K Buy
45,331
+1,645
+4% +$32.1K 0.03% 198
2024
Q4 		$851K Buy
43,686
+904
+2% +$17.7K 0.03% 176
2024
Q3 		$845K Sell
42,782
-2,687
-6% -$52.5K 0.03% 165
2024
Q2 		$878K Sell
45,469
-1,178
-3% -$22.6K 0.04% 159
2024
Q1 		$897K Sell
46,647
-1,861
-4% -$36K 0.05% 145
2023
Q4 		$938K Buy
48,508
+5,700
+13% +$108K 0.05% 141
2023
Q3 		$802K Sell
42,808
-1,528
-3% -$29K 0.06% 136
2023
Q2 		$844K Buy
+44,336
New +$853K 0.06% 128
2022
Q4 		$986K Buy
51,925
+25,090
+93% +$473K 0.09% 110
2022
Q3 		$499K Sell
26,835
-1
-0% -$19 0.06% 137
2022
Q2 		$520K Sell
26,836
-2,052
-7% -$40.2K 0.06% 138
2022
Q1 		$584K Sell
28,888
-870
-3% -$18.1K 0.08% 118
2021
Q4 		$641K Sell
29,758
-1,205
-4% -$26K 0.08% 117
2021
Q3 		$676K Sell
30,963
-7,220
-19% -$159K 0.1% 114
2021
Q2 		$837K Sell
38,183
-7,623
-17% -$167K 0.14% 102
2021
Q1 		$990K Sell
45,806
-14,064
-23% -$310K 0.31% 60
2020
Q4 		$1.34M Buy
59,870
+2,580
+5% +$57.1K 0.47% 49
2020
Q3 		$1.26M Buy
57,290
+1,503
+3% +$33.2K 0.51% 48
2020
Q2 		$1.22M Sell
55,787
-300
-0.5% -$6.33K 0.57% 45
2020
Q1 		$1.11M Buy
+56,087
New +$1.17M 0.65% 43

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
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
RSC
Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Apella Capital's BSCR Position: Q2 2026 in Review

Apella Capital increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 1.5% in Q2 2026, buying an estimated $15.1K and bringing the position to 53,419 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #366.

Apella Capital first reported a position in BSCR in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.34M in Q4 2020. 83 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

  • Apella Capital held 53,419 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $1.05M as of Q2 2026.
  • Apella Capital bought 771 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $15.1K.
  • Invesco BulletShares 2027 Corporate Bond ETF made up 0.01% of Apella Capital's portfolio in Q2 2026, its #366 holding.
  • Apella Capital first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q1 2020 and has held it in 25 quarters since.
  • Apella Capital's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $1.34M in Q4 2020.
  • 83 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.