Aspen Investment Management’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Aspen Investment Management’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	$3.76M	Buy	191,659 +1,016	+0.5%	+$20K	1.01%	24
2026 Q1	$3.74M	Sell	190,643 -1,402	-0.7%	-$27.6K	1.15%	20
2025 Q4	$3.79M	Sell	192,045 -300	-0.2%	-$5.92K	1.14%	18
2025 Q3	$3.79M	Sell	192,345 -975	-0.5%	-$19.2K	1.46%	15
2025 Q2	$3.8M	Buy	193,320 +24,660	+15%	+$483K	1.6%	13
2025 Q1	$3.3M	Buy	168,660 +2,430	+1%	+$47.4K	1.52%	13
2024 Q4	$3.24M	Buy	166,230 +19,480	+13%	+$381K	1.5%	16
2024 Q3	$2.89M	Buy	146,750 +1,280	+0.9%	+$25K	1.35%	18
2024 Q2	$2.8M	Sell	145,470 -2,760	-2%	-$53K	1.4%	16
2024 Q1	$2.86M	Buy	148,230 +16,850	+13%	+$326K	1.45%	14
2023 Q4	$2.56M	Buy	+131,380	New	+$2.49M	1.43%	15

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

Aspen Investment Management's BSCR Position: Q2 2026 in Review

Aspen Investment Management increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 0.53% in Q2 2026, buying an estimated $20K and bringing the position to 191,659 shares worth $3.76M. The position accounts for 1.01% of the portfolio, ranked #24.

Aspen Investment Management first reported a position in BSCR in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.8M in Q2 2025. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Aspen Investment Management held 191,659 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $3.76M as of Q2 2026.
Aspen Investment Management bought 1,016 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $20K.
Invesco BulletShares 2027 Corporate Bond ETF made up 1.01% of Aspen Investment Management's portfolio in Q2 2026, its #24 holding.
Aspen Investment Management first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Aspen Investment Management's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $3.8M in Q2 2025.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.