Carson Wealth (CWM LLC)
BSCR icon

Carson Wealth (CWM LLC)’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$4.08M Buy
207,813
+127,997
+160% +$2.52M 0.01% 896
2025
Q4 		$1.58M Buy
79,816
+4,593
+6% +$90.6K ﹤0.01% 1259
2025
Q3 		$1.48M Sell
75,223
-5,655
-7% -$111K ﹤0.01% 1222
2025
Q2 		$1.59M Buy
80,878
+696
+0.9% +$13.6K 0.01% 1035
2025
Q1 		$1.57M Buy
80,182
+2,472
+3% +$48.3K 0.01% 918
2024
Q4 		$1.51M Sell
77,710
-1,614
-2% -$31.5K 0.01% 895
2024
Q3 		$1.56M Buy
79,324
+186
+0.2% +$3.64K 0.01% 812
2024
Q2 		$1.52M Buy
79,138
+10,440
+15% +$200K 0.01% 720
2024
Q1 		$1.32M Buy
68,698
+3,070
+5% +$59.3K 0.01% 747
2023
Q4 		$1.28M Buy
65,628
+1,048
+2% +$19.9K 0.01% 706
2023
Q3 		$1.21M Buy
64,580
+5,964
+10% +$113K 0.01% 671
2023
Q2 		$1.11M Buy
58,616
+5,182
+10% +$99.7K 0.01% 680
2023
Q1 		$1.03M Buy
53,434
+35,436
+197% +$679K 0.01% 657
2022
Q4 		$342K Buy
17,998
+16,273
+943% +$307K ﹤0.01% 913
2022
Q3 		$32K Hold
1,725
– – ﹤0.01% 1905
2022
Q2 		$33K Buy
+1,725
New +$33.8K ﹤0.01% 1829

Other funds holding BSCR

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
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
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BSCR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 160% in Q1 2026, buying an estimated $2.52M and bringing the position to 207,813 shares worth $4.08M. The position accounts for 0.01% of the portfolio, ranked #896.

Carson Wealth (CWM LLC) first reported a position in BSCR in Q2 2022 and has held it in 16 quarters since. 402 funds tracked by Wall St. Rank hold BSCR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 207,813 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $4.08M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 127,997 Invesco BulletShares 2027 Corporate Bond ETF shares in Q1 2026, an estimated $2.52M.
  • Invesco BulletShares 2027 Corporate Bond ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #896 holding.
  • Carson Wealth (CWM LLC) first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • 402 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.