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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
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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Cordatus Wealth Management's BSCR Position: Q1 2026 in Review

Cordatus Wealth Management increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 18% in Q1 2026, buying an estimated $120K and bringing the position to 39,522 shares worth $776K. The position accounts for 0.18% of the portfolio, ranked #91.

Cordatus Wealth Management first reported a position in BSCR in Q1 2025 and has held it in 5 quarters since. 400 funds tracked by Wall St. Rank hold BSCR as of Q1 2026.

  • Cordatus Wealth Management held 39,522 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $776K as of Q1 2026.
  • Cordatus Wealth Management bought 6,090 Invesco BulletShares 2027 Corporate Bond ETF shares in Q1 2026, an estimated $120K.
  • Invesco BulletShares 2027 Corporate Bond ETF made up 0.18% of Cordatus Wealth Management's portfolio in Q1 2026, its #91 holding.
  • Cordatus Wealth Management first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 400 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q1 2026.

Based on Cordatus Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.