Carroll Advisory Group’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Carroll Advisory 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	$6.64M	Buy	338,675 +57,470	+20%	+$1.13M	2.18%	14
2026 Q1	$5.52M	Buy	281,205 +91,102	+48%	+$1.8M	2.14%	16
2025 Q4	$3.75M	Buy	+190,103	New	+$3.75M	1.62%	16

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

Carroll Advisory Group's BSCR Position: Q2 2026 in Review

Carroll Advisory Group increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 20% in Q2 2026, buying an estimated $1.13M and bringing the position to 338,675 shares worth $6.64M. The position accounts for 2.18% of the portfolio, ranked #14.

Carroll Advisory Group first reported a position in BSCR in Q4 2025 and has held it in 3 quarters since. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Carroll Advisory Group held 338,675 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $6.64M as of Q2 2026.
Carroll Advisory Group bought 57,470 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $1.13M.
Invesco BulletShares 2027 Corporate Bond ETF made up 2.18% of Carroll Advisory Group's portfolio in Q2 2026, its #14 holding.
Carroll Advisory Group first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Carroll Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.