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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
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 $32.7B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Axis Wealth Partners's BSCR Position: Q1 2026 in Review

Axis Wealth Partners reduced its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 0.34% in Q1 2026, selling an estimated $1.77K and leaving 26,394 shares worth $518K. The position accounts for 0.28% of the portfolio, ranked #96.

Axis Wealth Partners first reported a position in BSCR in Q3 2025 and has held it in 3 quarters since. The position peaked at $523K in Q4 2025. 400 funds tracked by Wall St. Rank hold BSCR as of Q1 2026.

  • Axis Wealth Partners held 26,394 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $518K as of Q1 2026.
  • Axis Wealth Partners sold 90 Invesco BulletShares 2027 Corporate Bond ETF shares in Q1 2026, an estimated $1.77K.
  • Invesco BulletShares 2027 Corporate Bond ETF made up 0.28% of Axis Wealth Partners's portfolio in Q1 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 3 quarters since.
  • Axis Wealth Partners's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $523K in Q4 2025.
  • 400 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q1 2026.

Based on Axis Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.