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

Cypress Wealth Services’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
2020
Q4 		– Sell
-30,386
Closed -$668K – 318
2020
Q3 		$668K Buy
+30,386
New +$670K 0.17% 106

Other funds holding BSCR

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
OSNBOA
Old Second National Bank of Aurora Aurora, Illinois $530M AUM 29.29% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
WCM
WLTH Capital Management Chandler, Arizona $156M AUM

Cypress Wealth Services's BSCR Position: Q2 2026 in Review

Cypress Wealth Services increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 6.5% in Q2 2026, buying an estimated $54.6K and bringing the position to 45,622 shares worth $895K. The position accounts for 0.11% of the portfolio, ranked #144.

Cypress Wealth Services first reported a position in BSCR in Q2 2020 and has held it in 24 quarters since. The position peaked at $988K in Q3 2025. 181 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

  • Cypress Wealth Services held 45,622 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $895K as of Q2 2026.
  • Cypress Wealth Services bought 2,777 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $54.6K.
  • Invesco BulletShares 2027 Corporate Bond ETF made up 0.11% of Cypress Wealth Services's portfolio in Q2 2026, its #144 holding.
  • Cypress Wealth Services first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q2 2020 and has held it in 24 quarters since.
  • Cypress Wealth Services's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $988K in Q3 2025.
  • 181 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.