Beto Financial Group’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Beto Financial Group’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	$293K	Sell	14,979 -517	-3%	-$10.2K	0.15%	124
2026 Q1	$304K	Buy	15,496 +1,276	+9%	+$25.2K	0.18%	104
2025 Q4	$281K	Buy	+14,220	New	+$281K	0.19%	102

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

Beto Financial Group's BSCR Position: Q2 2026 in Review

Beto Financial Group reduced its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 3.3% in Q2 2026, selling an estimated $10.2K and leaving 14,979 shares worth $293K. The position accounts for 0.15% of the portfolio, ranked #124.

Beto Financial Group first reported a position in BSCR in Q4 2025 and has held it in 3 quarters since. The position peaked at $304K in Q1 2026. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Beto Financial Group held 14,979 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $293K as of Q2 2026.
Beto Financial Group sold 517 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $10.2K.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.15% of Beto Financial Group's portfolio in Q2 2026, its #124 holding.
Beto Financial Group first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
Beto Financial Group's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $304K in Q1 2026.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Beto Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.