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

Arkadios 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 		$724K Buy
36,912
+2,320
+7% +$45.6K 0.01% 941
2026
Q1 		$679K Buy
34,592
+1,204
+4% +$23.7K 0.01% 964
2025
Q4 		$659K Buy
33,388
+12,131
+57% +$239K 0.01% 884
2025
Q3 		$419K Sell
21,257
-21,032
-50% -$414K 0.01% 1011
2025
Q2 		$831K Buy
42,289
+7,557
+22% +$148K 0.02% 640
2025
Q1 		$680K Buy
34,732
+11,690
+51% +$228K 0.03% 593
2024
Q4 		$449K Buy
23,042
+42
+0.2% +$821 0.02% 583
2024
Q3 		$454K Buy
23,000
+195
+0.9% +$3.81K 0.03% 576
2024
Q2 		$438K Buy
22,805
+6,731
+42% +$129K 0.03% 496
2024
Q1 		$310K Buy
16,074
+384
+2% +$7.42K 0.02% 525
2023
Q4 		$305K Buy
15,690
+500
+3% +$9.48K 0.03% 522
2023
Q3 		$285K Buy
15,190
+3,088
+26% +$58.5K 0.03% 503
2023
Q2 		$230K Sell
12,102
-100
-0.8% -$1.92K 0.03% 523
2023
Q1 		$236K Buy
+12,202
New +$234K 0.03% 513
2021
Q3 		– Sell
-248
Closed -$5K – 1877
2021
Q2 		$5K Hold
248
– – ﹤0.01% 1712
2021
Q1 		$5K Buy
+248
New +$5.47K ﹤0.01% 1350

Other funds holding BSCR

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
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

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

Arkadios Wealth Advisors increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 6.7% in Q2 2026, buying an estimated $45.6K and bringing the position to 36,912 shares worth $724K. The position accounts for 0.01% of the portfolio, ranked #941.

Arkadios Wealth Advisors first reported a position in BSCR in Q1 2021 and has held it in 16 quarters since. The position peaked at $831K in Q2 2025. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

  • Arkadios Wealth Advisors held 36,912 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $724K as of Q2 2026.
  • Arkadios Wealth Advisors bought 2,320 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $45.6K.
  • Invesco BulletShares 2027 Corporate Bond ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #941 holding.
  • Arkadios Wealth Advisors first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q1 2021 and has held it in 16 quarters since.
  • Arkadios Wealth Advisors's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $831K in Q2 2025.
  • 403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.