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Coastline Complete Wealth’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Coastline Complete Wealth’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 		$5.2M Buy
265,173
+45,645
+21% +$900K 3.23% 9
2025
Q4 		$4.33M Buy
+219,528
New +$4.33M 2.73% 10

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

Coastline Complete Wealth's BSCR Position: Q1 2026 in Review

Coastline Complete Wealth increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 21% in Q1 2026, buying an estimated $900K and bringing the position to 265,173 shares worth $5.2M. The position accounts for 3.23% of the portfolio, ranked #9.

Coastline Complete Wealth first reported a position in BSCR in Q4 2025 and has held it in 2 quarters since. 401 funds tracked by Wall St. Rank hold BSCR as of Q1 2026.

  • Coastline Complete Wealth held 265,173 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $5.2M as of Q1 2026.
  • Coastline Complete Wealth bought 45,645 Invesco BulletShares 2027 Corporate Bond ETF shares in Q1 2026, an estimated $900K.
  • Invesco BulletShares 2027 Corporate Bond ETF made up 3.23% of Coastline Complete Wealth's portfolio in Q1 2026, its #9 holding.
  • Coastline Complete Wealth first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 401 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q1 2026.

Based on Coastline Complete Wealth's 13F filing for Q1 2026, filed 22 May 2026.