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

Diversify 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
Q2 		$1.97M Buy
100,523
+15,532
+18% +$305K 0.03% 419
2026
Q1 		$1.67M Buy
+84,991
New +$1.68M 0.03% 434

Other funds holding BSCR

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
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

Diversify Wealth Management's BSCR Position: Q2 2026 in Review

Diversify Wealth Management increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 18% in Q2 2026, buying an estimated $305K and bringing the position to 100,523 shares worth $1.97M. The position accounts for 0.03% of the portfolio, ranked #419.

Diversify Wealth Management first reported a position in BSCR in Q1 2026 and has held it in 2 quarters since. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

  • Diversify Wealth Management held 100,523 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $1.97M as of Q2 2026.
  • Diversify Wealth Management bought 15,532 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $305K.
  • Invesco BulletShares 2027 Corporate Bond ETF made up 0.03% of Diversify Wealth Management's portfolio in Q2 2026, its #419 holding.
  • Diversify Wealth Management first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.