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

Cornerstone 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	$16.7M	Buy	850,379 +72,510	+9%	+$1.43M	0.83%	20
2025 Q4	$15.4M	Buy	777,869 +24,419	+3%	+$482K	0.8%	20
2025 Q3	$14.9M	Buy	753,450 +42,191	+6%	+$831K	0.82%	21
2025 Q2	$14M	Buy	711,259 +32,858	+5%	+$644K	0.85%	21
2025 Q1	$13.3M	Buy	678,401 +63,381	+10%	+$1.24M	0.9%	19
2024 Q4	$12M	Buy	615,020 +591,913	+2,562%	+$11.6M	0.81%	22
2024 Q3	$456K	Buy	+23,107	New	+$452K	0.03%	372

Other funds holding BSCR

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Cornerstone Wealth Management increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 9.3% in Q1 2026, buying an estimated $1.43M and bringing the position to 850,379 shares worth $16.7M. The position accounts for 0.83% of the portfolio, ranked #20.

Cornerstone Wealth Management first reported a position in BSCR in Q3 2024 and has held it in 7 quarters since. 400 funds tracked by Wall St. Rank hold BSCR as of Q1 2026.

Cornerstone Wealth Management held 850,379 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $16.7M as of Q1 2026.
Cornerstone Wealth Management bought 72,510 Invesco BulletShares 2027 Corporate Bond ETF shares in Q1 2026, an estimated $1.43M.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.83% of Cornerstone Wealth Management's portfolio in Q1 2026, its #20 holding.
Cornerstone Wealth Management first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
400 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q1 2026.

Based on Cornerstone Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.