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

DiNuzzo Private 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	$10.9K	Hold	555	–	–	﹤0.01%	271
2026 Q1	$10.9K	Hold	555	–	–	﹤0.01%	263
2025 Q4	$11K	Hold	555	–	–	﹤0.01%	261
2025 Q3	$10.9K	Hold	555	–	–	﹤0.01%	258
2025 Q2	$10.9K	Hold	555	–	–	﹤0.01%	251
2025 Q1	$10.9K	Hold	555	–	–	﹤0.01%	241
2024 Q4	$10.8K	Hold	555	–	–	﹤0.01%	230
2024 Q3	$10.9K	Hold	555	–	–	﹤0.01%	243
2024 Q2	$10.7K	Hold	555	–	–	﹤0.01%	192
2024 Q1	$10.7K	Hold	555	–	–	﹤0.01%	171
2023 Q4	$10.8K	Buy	+555	New	+$10.5K	﹤0.01%	163

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

DiNuzzo Private Wealth's BSCR Position: Q2 2026 in Review

DiNuzzo Private Wealth held its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) position steady in Q2 2026 at 555 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #271.

DiNuzzo Private Wealth first reported a position in BSCR in Q4 2023 and has held it in 11 quarters since. The position peaked at $11K in Q4 2025. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

DiNuzzo Private Wealth held 555 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $10.9K as of Q2 2026.
DiNuzzo Private Wealth left its Invesco BulletShares 2027 Corporate Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2027 Corporate Bond ETF made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #271 holding.
DiNuzzo Private Wealth first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
DiNuzzo Private Wealth's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $11K in Q4 2025.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.