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

Cordatus 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
2026 Q2	$820K	Buy	41,790 +2,268	+6%	+$44.6K	0.18%	95
2026 Q1	$776K	Buy	39,522 +6,090	+18%	+$120K	0.18%	91
2025 Q4	$660K	Buy	33,432 +6,036	+22%	+$119K	0.15%	101
2025 Q3	$540K	Buy	27,396 +7,743	+39%	+$152K	0.13%	111
2025 Q2	$386K	Buy	19,653 +3,662	+23%	+$71.7K	0.09%	126
2025 Q1	$313K	Buy	+15,991	New	+$312K	0.09%	125

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

Cordatus Wealth Management's BSCR Position: Q2 2026 in Review

Cordatus Wealth Management increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 5.7% in Q2 2026, buying an estimated $44.6K and bringing the position to 41,790 shares worth $820K. The position accounts for 0.18% of the portfolio, ranked #95.

Cordatus Wealth Management first reported a position in BSCR in Q1 2025 and has held it in 6 quarters since. 405 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Cordatus Wealth Management held 41,790 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $820K as of Q2 2026.
Cordatus Wealth Management bought 2,268 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $44.6K.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.18% of Cordatus Wealth Management's portfolio in Q2 2026, its #95 holding.
Cordatus Wealth Management first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
405 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Cordatus Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.