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

Blossom 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	$907K	Buy	46,224 +1,316	+3%	+$25.9K	1.28%	23
2026 Q1	$881K	Buy	44,908 +1,561	+4%	+$30.8K	1.31%	21
2025 Q4	$856K	Buy	43,347 +20,192	+87%	+$398K	1.41%	20
2025 Q3	$456K	Buy	23,155 +725	+3%	+$14.3K	0.74%	43
2025 Q2	$441K	Sell	22,430 -2,500	-10%	-$49K	0.78%	40
2025 Q1	$488K	Buy	24,930 +2,080	+9%	+$40.6K	0.98%	33
2024 Q4	$445K	Buy	+22,850	New	+$446K	0.86%	37

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

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

Blossom Wealth Management increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 2.9% in Q2 2026, buying an estimated $25.9K and bringing the position to 46,224 shares worth $907K. The position accounts for 1.28% of the portfolio, ranked #23.

Blossom Wealth Management first reported a position in BSCR in Q4 2024 and has held it in 7 quarters since. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Blossom Wealth Management held 46,224 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $907K as of Q2 2026.
Blossom Wealth Management bought 1,316 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $25.9K.
Invesco BulletShares 2027 Corporate Bond ETF made up 1.28% of Blossom Wealth Management's portfolio in Q2 2026, its #23 holding.
Blossom Wealth Management first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Blossom Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.