Berkshire Money Management’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Berkshire Money 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	$255K	Hold	13,004	–	–	0.02%	55
2026 Q1	$255K	Hold	13,004	–	–	0.03%	52
2025 Q4	$257K	Hold	13,004	–	–	0.02%	107
2025 Q3	$256K	Hold	13,004	–	–	0.03%	48
2025 Q2	$256K	Hold	13,004	–	–	0.03%	87
2025 Q1	$255K	Hold	13,004	–	–	0.03%	86
2024 Q4	$253K	Hold	13,004	–	–	0.03%	83
2024 Q3	$256K	Hold	13,004	–	–	0.03%	39
2024 Q2	$250K	Buy	+13,004	New	+$250K	0.03%	38

Other funds holding BSCR

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Berkshire Money Management's BSCR Position: Q2 2026 in Review

Berkshire Money Management held its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) position steady in Q2 2026 at 13,004 shares worth $255K. The position accounts for 0.02% of the portfolio, ranked #55.

Berkshire Money Management first reported a position in BSCR in Q2 2024 and has held it in 9 quarters since. The position peaked at $257K in Q4 2025. 273 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Berkshire Money Management held 13,004 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $255K as of Q2 2026.
Berkshire Money Management left its Invesco BulletShares 2027 Corporate Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.02% of Berkshire Money Management's portfolio in Q2 2026, its #55 holding.
Berkshire Money Management first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Berkshire Money Management's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $257K in Q4 2025.
273 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Berkshire Money Management's 13F filing for Q2 2026, filed 23 Jul 2026.