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

Congress 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
2025
Q2 		$1.15M Buy
58,306
+1,987
+4% +$38.9K 0.01% 675
2025
Q1 		$1.1M Buy
+56,319
New +$1.1M 0.01% 613

Other funds holding BSCR

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Congress Wealth Management's BSCR Position: Q2 2025 in Review

Congress Wealth Management increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 3.5% in Q2 2025, buying an estimated $38.9K and bringing the position to 58,306 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #675.

Congress Wealth Management first reported a position in BSCR in Q1 2025 and has held it in 2 quarters since. 354 funds tracked by Wall St. Rank hold BSCR as of Q2 2025.

  • Congress Wealth Management held 58,306 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $1.15M as of Q2 2025.
  • Congress Wealth Management bought 1,987 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2025, an estimated $38.9K.
  • Invesco BulletShares 2027 Corporate Bond ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #675 holding.
  • Congress Wealth Management first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q1 2025 and has held it in 2 quarters since.
  • 354 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.