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 Q3	$18.1M	Buy	926,780 +44,796	+5%	+$879K	0.76%	25
2026 Q2	$17.3M	Buy	881,984 +31,605	+4%	+$621K	0.74%	27
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 $39.1B AUM 20.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Hills Bank & Trust North Liberty, Iowa $2.37B AUM 11.39% 1-Year Est. Return

Cornerstone Wealth Management's BSCR Position: Q3 2026 in Review

Cornerstone Wealth Management increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 5.1% in Q3 2026, buying an estimated $879K and bringing the position to 926,780 shares worth $18.1M. The position accounts for 0.76% of the portfolio, ranked #25.

Cornerstone Wealth Management first reported a position in BSCR in Q3 2024 and has held it in 9 quarters since. 288 funds tracked by Wall St. Rank hold BSCR as of Q3 2026.

Cornerstone Wealth Management held 926,780 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $18.1M as of Q3 2026.
Cornerstone Wealth Management bought 44,796 Invesco BulletShares 2027 Corporate Bond ETF shares in Q3 2026, an estimated $879K.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.76% of Cornerstone Wealth Management's portfolio in Q3 2026, its #25 holding.
Cornerstone Wealth Management first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q3 2024 and has held it in 9 quarters since.
288 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.