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

Axis Wealth 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 		$539K Buy
27,470
+1,076
+4% +$21.1K 0.26% 96
2026
Q1 		$518K Sell
26,394
-90
-0.3% -$1.77K 0.28% 96
2025
Q4 		$523K Buy
26,484
+11,520
+77% +$227K 0.29% 95
2025
Q3 		$295K Buy
+14,964
New +$295K 0.17% 125

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

Axis Wealth Partners's BSCR Position: Q2 2026 in Review

Axis Wealth Partners increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 4.1% in Q2 2026, buying an estimated $21.1K and bringing the position to 27,470 shares worth $539K. The position accounts for 0.26% of the portfolio, ranked #96.

Axis Wealth Partners first reported a position in BSCR in Q3 2025 and has held it in 4 quarters since. 404 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

  • Axis Wealth Partners held 27,470 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $539K as of Q2 2026.
  • Axis Wealth Partners bought 1,076 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $21.1K.
  • Invesco BulletShares 2027 Corporate Bond ETF made up 0.26% of Axis Wealth Partners's portfolio in Q2 2026, its #96 holding.
  • Axis Wealth Partners first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 404 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.