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

BCS 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	$8.02M	Buy	408,983 +18,168	+5%	+$357K	1.45%	13
2026 Q1	$7.67M	Sell	390,815 -409,400	-51%	-$8.07M	1.57%	12
2025 Q4	$15.8M	Buy	800,215 +418,591	+110%	+$8.26M	1.6%	11
2025 Q3	$7.52M	Sell	381,624 -9,151	-2%	-$180K	1.69%	12
2025 Q2	$7.68M	Buy	390,775 +14,951	+4%	+$293K	1.65%	13
2025 Q1	$7.36M	Buy	375,824 +4,396	+1%	+$85.8K	1.89%	11
2024 Q4	$7.24M	Buy	371,428 +58,016	+19%	+$1.13M	1.8%	12
2024 Q3	$6.18M	Buy	313,412 +74,624	+31%	+$1.46M	2.63%	9
2024 Q2	$4.59M	Buy	238,788 +42,738	+22%	+$820K	2.23%	11
2024 Q1	$3.78M	Buy	196,050 +44,332	+29%	+$857K	1.21%	17
2023 Q4	$2.95M	Buy	151,718 +115,275	+316%	+$2.18M	1.09%	18
2023 Q3	$683K	Buy	36,443 +8,591	+31%	+$163K	0.28%	82
2023 Q2	$530K	Buy	27,852 +3,066	+12%	+$59K	0.39%	57
2023 Q1	$478K	Buy	24,786 +9,103	+58%	+$174K	0.22%	91
2022 Q4	$298K	Buy	+15,683	New	+$296K	0.12%	145

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

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

BCS Wealth Management increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 4.6% in Q2 2026, buying an estimated $357K and bringing the position to 408,983 shares worth $8.02M. The position accounts for 1.45% of the portfolio, ranked #13.

BCS Wealth Management first reported a position in BSCR in Q4 2022 and has held it in 15 quarters since. The position peaked at $15.8M in Q4 2025. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

BCS Wealth Management held 408,983 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $8.02M as of Q2 2026.
BCS Wealth Management bought 18,168 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $357K.
Invesco BulletShares 2027 Corporate Bond ETF made up 1.45% of BCS Wealth Management's portfolio in Q2 2026, its #13 holding.
BCS Wealth Management first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
BCS Wealth Management's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $15.8M in Q4 2025.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.