Aspect Partners’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Aspect Partners’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 Q3	$20.1K	Hold	1,028	–	–	0.01%	194
2026 Q2	$20.2K	Hold	1,028	–	–	0.01%	202
2026 Q1	$20.2K	Hold	1,028	–	–	0.01%	186
2025 Q4	$20.3K	Hold	1,028	–	–	0.01%	197
2025 Q3	$20.3K	Hold	1,028	–	–	0.01%	223
2025 Q2	$20.2K	Hold	1,028	–	–	0.01%	213
2025 Q1	$20.1K	Hold	1,028	–	–	0.01%	189
2024 Q4	$20K	Hold	1,028	–	–	0.01%	200
2024 Q3	$20.3K	Hold	1,028	–	–	0.01%	188
2024 Q2	$19.8K	Hold	1,028	–	–	0.01%	185
2024 Q1	$19.8K	Hold	1,028	–	–	0.02%	181
2023 Q4	$20K	Buy	+1,028	New	+$19.5K	0.01%	175

Other funds holding BSCR

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return

Old Second National Bank of Aurora Aurora, Illinois $501M AUM 18.27% 1-Year Est. Return

Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return

Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Aspect Partners's BSCR Position: Q3 2026 in Review

Aspect Partners held its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) position steady in Q3 2026 at 1,028 shares worth $20.1K. The position accounts for 0.01% of the portfolio, ranked #194.

Aspect Partners first reported a position in BSCR in Q4 2023 and has held it in 12 quarters since. The position peaked at $20.3K in Q4 2025. 126 funds tracked by Wall St. Rank hold BSCR as of Q3 2026.

Aspect Partners held 1,028 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $20.1K as of Q3 2026.
Aspect Partners left its Invesco BulletShares 2027 Corporate Bond ETF share count unchanged in Q3 2026.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.01% of Aspect Partners's portfolio in Q3 2026, its #194 holding.
Aspect Partners first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2023 and has held it in 12 quarters since.
Aspect Partners's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $20.3K in Q4 2025.
126 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.