Ark Wealth Advisors’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Ark Wealth Advisors’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	$2.83M	Sell	144,351 -16,464	-10%	-$323K	2.51%	7
2026 Q1	$3.16M	Buy	160,815 +19,236	+14%	+$379K	3.13%	5
2025 Q4	$2.79M	Buy	+141,579	New	+$2.79M	3.01%	5

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

Ark Wealth Advisors's BSCR Position: Q2 2026 in Review

Ark Wealth Advisors reduced its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 10% in Q2 2026, selling an estimated $323K and leaving 144,351 shares worth $2.83M. The position accounts for 2.51% of the portfolio, ranked #7.

Ark Wealth Advisors first reported a position in BSCR in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.16M in Q1 2026. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Ark Wealth Advisors held 144,351 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $2.83M as of Q2 2026.
Ark Wealth Advisors sold 16,464 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $323K.
Invesco BulletShares 2027 Corporate Bond ETF made up 2.51% of Ark Wealth Advisors's portfolio in Q2 2026, its #7 holding.
Ark Wealth Advisors first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
Ark Wealth Advisors's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $3.16M in Q1 2026.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Ark Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.