Avior Wealth Management’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Avior Wealth 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	$42.5M	Sell	2,165,477 -36,889	-2%	-$725K	1.12%	21
2026 Q1	$43.2M	Sell	2,202,366 -174,993	-7%	-$3.45M	1.23%	15
2025 Q4	$46.9M	Sell	2,377,359 -85,074	-3%	-$1.68M	1.46%	12
2025 Q3	$48.5M	Buy	2,462,433 +35,924	+1%	+$707K	1.56%	11
2025 Q2	$47.7M	Buy	2,426,509 +5,470	+0.2%	+$107K	1.65%	11
2025 Q1	$47.4M	Buy	2,421,039 +350,326	+17%	+$6.84M	1.8%	10
2024 Q4	$40.3M	Buy	2,070,713 +225,006	+12%	+$4.4M	1.48%	12
2024 Q3	$36.4M	Buy	1,845,707 +344,278	+23%	+$6.73M	1.45%	12
2024 Q2	$28.9M	Buy	1,501,429 +428,943	+40%	+$8.23M	1.24%	15
2024 Q1	$20.7M	Buy	1,072,486 +147,537	+16%	+$2.85M	0.96%	24
2023 Q4	$18M	Buy	924,949 +147,987	+19%	+$2.8M	1.09%	22
2023 Q3	$14.6M	Buy	776,962 +20,907	+3%	+$396K	0.98%	24
2023 Q2	$14.4M	Buy	756,055 +127,394	+20%	+$2.45M	0.94%	24
2023 Q1	$12.1M	Buy	+628,661	New	+$12M	0.83%	29

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

Avior Wealth Management's BSCR Position: Q2 2026 in Review

Avior Wealth Management reduced its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 1.7% in Q2 2026, selling an estimated $725K and leaving 2,165,477 shares worth $42.5M. The position accounts for 1.12% of the portfolio, ranked #21.

Avior Wealth Management first reported a position in BSCR in Q1 2023 and has held it in 14 quarters since. The position peaked at $48.5M in Q3 2025. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Avior Wealth Management held 2,165,477 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $42.5M as of Q2 2026.
Avior Wealth Management sold 36,889 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $725K.
Invesco BulletShares 2027 Corporate Bond ETF made up 1.12% of Avior Wealth Management's portfolio in Q2 2026, its #21 holding.
Avior Wealth Management first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q1 2023 and has held it in 14 quarters since.
Avior Wealth Management's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $48.5M in Q3 2025.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.