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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
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

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
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
OSNBOA
Old Second National Bank of Aurora Aurora, Illinois $530M AUM 29.29% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
WCM
WLTH Capital Management Chandler, Arizona $156M AUM
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

Aspect Partners's BSCR Position: Q2 2026 in Review

Aspect Partners held its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) position steady in Q2 2026 at 1,028 shares worth $20.2K. The position accounts for 0.01% of the portfolio, ranked #202.

Aspect Partners first reported a position in BSCR in Q4 2023 and has held it in 11 quarters since. The position peaked at $20.3K in Q4 2025. 148 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

  • Aspect Partners held 1,028 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $20.2K as of Q2 2026.
  • Aspect Partners left its Invesco BulletShares 2027 Corporate Bond ETF share count unchanged in Q2 2026.
  • Invesco BulletShares 2027 Corporate Bond ETF made up 0.01% of Aspect Partners's portfolio in Q2 2026, its #202 holding.
  • Aspect Partners first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Aspect Partners's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $20.3K in Q4 2025.
  • 148 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.