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

BankPlus 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 		$204K Sell
10,411
-3,231
-24% -$63.5K 0.09% 120
2026
Q1 		$268K Buy
+13,642
New +$269K 0.14% 101

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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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 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

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

BankPlus Wealth Management reduced its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 24% in Q2 2026, selling an estimated $63.5K and leaving 10,411 shares worth $204K. The position accounts for 0.09% of the portfolio, ranked #120.

BankPlus Wealth Management first reported a position in BSCR in Q1 2026 and has held it in 2 quarters since. The position peaked at $268K in Q1 2026. 213 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

  • BankPlus Wealth Management held 10,411 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $204K as of Q2 2026.
  • BankPlus Wealth Management sold 3,231 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $63.5K.
  • Invesco BulletShares 2027 Corporate Bond ETF made up 0.09% of BankPlus Wealth Management's portfolio in Q2 2026, its #120 holding.
  • BankPlus Wealth Management first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • BankPlus Wealth Management's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $268K in Q1 2026.
  • 213 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on BankPlus Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.