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

CreativeOne Wealth’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	$213K	Buy	+10,834	New	+$213K	﹤0.01%	1135
2024 Q3	–	Sell	-10,066	Closed	-$193K	–	954
2024 Q2	$193K	Buy	+10,066	New	+$193K	0.01%	740
2023 Q3	–	Sell	-45,690	Closed	-$869K	–	608
2023 Q2	$869K	Sell	45,690 -4,121	-8%	-$79.3K	0.04%	353
2023 Q1	$962K	Buy	+49,811	New	+$955K	0.05%	314

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

CreativeOne Wealth's BSCR Position: Q2 2026 in Review

CreativeOne Wealth opened a new position in Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q2 2026: 10,834 shares worth $213K. The stake represents ﹤0.01% of the portfolio and ranks #1135 among its holdings. This is a return to the name: CreativeOne Wealth previously reported a position in BSCR as recently as Q2 2024.

CreativeOne Wealth first reported a position in BSCR in Q1 2023 and has held it in 4 quarters since. The position peaked at $962K in Q1 2023. 404 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

CreativeOne Wealth held 10,834 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $213K as of Q2 2026.
Invesco BulletShares 2027 Corporate Bond ETF was a new CreativeOne Wealth position in Q2 2026.
Invesco BulletShares 2027 Corporate Bond ETF made up ﹤0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #1135 holding.
CreativeOne Wealth first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q1 2023 and has held it in 4 quarters since.
CreativeOne Wealth's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $962K in Q1 2023.
404 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.