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Concurrent Investment Advisors’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Concurrent Investment Advisors’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 		$792K Buy
40,367
+28,818
+250% +$566K 0.01% 1142
2026
Q1 		$227K Sell
11,549
-3,718
-24% -$73.3K ﹤0.01% 1671
2025
Q4 		$301K Buy
15,267
+4,192
+38% +$82.7K ﹤0.01% 1398
2025
Q3 		$218K Buy
+11,075
New +$218K ﹤0.01% 1310

Other funds holding BSCR

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Concurrent Investment Advisors's BSCR Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 250% in Q2 2026, buying an estimated $566K and bringing the position to 40,367 shares worth $792K. The position accounts for 0.01% of the portfolio, ranked #1142.

Concurrent Investment Advisors first reported a position in BSCR in Q3 2025 and has held it in 4 quarters since. 222 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

  • Concurrent Investment Advisors held 40,367 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $792K as of Q2 2026.
  • Concurrent Investment Advisors bought 28,818 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $566K.
  • Invesco BulletShares 2027 Corporate Bond ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1142 holding.
  • Concurrent Investment Advisors first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 222 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.